Sterling 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 | $910K | Buy |
+36,838
| New | +$910K | 0.31% | 42 |
|
|
2024
Q4 | $953K | Sell |
39,764
-1,992
| -5% | -$47.7K | 0.35% | 40 |
|
|
2024
Q3 | $1.11M | Buy |
41,756
+350
| +0.8% | +$9.34K | 0.42% | 39 |
|
|
2024
Q2 | $963K | Buy |
41,406
+128
| +0.3% | +$2.98K | 0.46% | 36 |
|
|
2024
Q1 | $977K | Sell |
41,278
-828
| -2% | -$19.6K | 0.49% | 33 |
|
|
2023
Q4 | $1.02M | Buy |
+42,106
| New | +$1.02M | 0.57% | 26 |
|