SimplyRich’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Sell |
169,422
-7,099
| -4% | -$175K | 1.17% | 16 |
|
|
2025
Q1 | $4.28M | Sell |
176,521
-81,872
| -32% | -$1.99M | 1.24% | 14 |
|
|
2024
Q4 | $6.19M | Sell |
258,393
-22,941
| -8% | -$550K | 1.77% | 13 |
|
|
2024
Q3 | $7.51M | Sell |
281,334
-18,883
| -6% | -$504K | 2.09% | 10 |
|
|
2024
Q2 | $6.98M | Sell |
300,217
-10,708
| -3% | -$249K | 2.21% | 10 |
|
|
2024
Q1 | $7.36M | Sell |
310,925
-12,563
| -4% | -$298K | 2.38% | 10 |
|
|
2023
Q4 | $7.82M | Buy |
+323,488
| New | +$7.82M | 2.69% | 10 |
|
|
2023
Q3 | – | Sell |
-367,462
| Closed | -$8.44M | – | 156 |
|
|
2023
Q2 | $8.44M | Sell |
367,462
-50,032
| -12% | -$1.15M | 3.01% | 7 |
|
|
2023
Q1 | $9.57M | Buy |
417,494
+6,349
| +2% | +$146K | 3.6% | 6 |
|
|
2022
Q4 | $9.34M | Buy |
411,145
+6,049
| +1% | +$137K | 3.72% | 5 |
|
|
2022
Q3 | $8.62M | Buy |
405,096
+1,546
| +0.4% | +$32.9K | 3.88% | 6 |
|
|
2022
Q2 | $9.76M | Buy |
403,550
+477
| +0.1% | +$11.5K | 4.05% | 6 |
|
|
2022
Q1 | $11.8M | Sell |
403,073
-1,852
| -0.5% | -$54.1K | 4.12% | 6 |
|
|
2021
Q4 | $12.4M | Buy |
404,925
+14,447
| +4% | +$442K | 4.11% | 6 |
|
|
2021
Q3 | $10.7M | Buy |
+390,478
| New | +$10.7M | 3.89% | 6 |
|
|
2021
Q2 | – | Sell |
-369,375
| Closed | -$9.41M | – | 172 |
|
|
2021
Q1 | $9.41M | Buy |
369,375
+7,270
| +2% | +$185K | 3.74% | 6 |
|
|
2020
Q4 | $8.67M | Buy |
362,105
+6,935
| +2% | +$166K | 3.87% | 6 |
|
|
2020
Q3 | $7.47M | Buy |
355,170
+1,814
| +0.5% | +$38.1K | 3.74% | 6 |
|
|
2020
Q2 | $7.34M | Buy |
353,356
+45,484
| +15% | +$944K | 4.04% | 6 |
|
|
2020
Q1 | $5.93M | Buy |
307,872
+2,683
| +0.9% | +$51.7K | 3.95% | 6 |
|
|
2019
Q4 | $8.36M | Buy |
305,189
+12,015
| +4% | +$329K | 4.2% | 4 |
|
|
2019
Q3 | $8.22M | Buy |
293,174
+10,319
| +4% | +$289K | 4.49% | 4 |
|
|
2019
Q2 | $7.54M | Buy |
282,855
+3,055
| +1% | +$81.5K | 4.17% | 4 |
|
|
2019
Q1 | $7.48M | Buy |
+279,800
| New | +$7.48M | 6.08% | 4 |
|