Spire Wealth Management’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
Sell
-70
Closed -$1.7K 2521
2025
Q1
$1.7K Hold
70
﹤0.01% 2310
2024
Q4
$1.68K Hold
70
﹤0.01% 2283
2024
Q3
$1.87K Sell
70
-206
-75% -$5.5K ﹤0.01% 2016
2024
Q2
$6.42K Sell
276
-150
-35% -$3.49K ﹤0.01% 1767
2024
Q1
$10.1K Sell
426
-142
-25% -$3.36K ﹤0.01% 1711
2023
Q4
$13.3K Sell
568
-115
-17% -$2.69K ﹤0.01% 1662
2023
Q3
$14.5K Sell
683
-125
-15% -$2.65K ﹤0.01% 1618
2023
Q2
$18.6K Sell
808
-641
-44% -$14.7K ﹤0.01% 1616
2023
Q1
$33.2K Sell
1,449
-32
-2% -$734 ﹤0.01% 1389
2022
Q4
$34K Hold
1,481
﹤0.01% 1144
2022
Q3
$32K Sell
1,481
-31,089
-95% -$672K ﹤0.01% 1122
2022
Q2
$788K Buy
32,570
+30,880
+1,827% +$747K 0.03% 377
2022
Q1
$49K Buy
1,690
+280
+20% +$8.12K ﹤0.01% 1456
2021
Q4
$43K Buy
1,410
+1,210
+605% +$36.9K ﹤0.01% 1803
2021
Q3
$5K Buy
200
+75
+60% +$1.88K ﹤0.01% 2294
2021
Q2
$3K Sell
125
-1,739
-93% -$41.7K ﹤0.01% 2431
2021
Q1
$44K Buy
+1,864
New +$44K ﹤0.01% 1793