Steward Partners Investment Advisory’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 | $8.82K | Buy |
357
+84
| +31% | +$2.08K | ﹤0.01% | 3267 |
|
|
2025
Q1 | $6.62K | Sell |
273
-4,914
| -95% | -$119K | ﹤0.01% | 3286 |
|
|
2024
Q4 | $124K | Buy |
5,187
+4,914
| +1,800% | +$118K | ﹤0.01% | 1872 |
|
|
2024
Q3 | $7.29K | Sell |
273
-306
| -53% | -$8.17K | ﹤0.01% | 3067 |
|
|
2024
Q2 | $13.5K | Buy |
579
+18
| +3% | +$419 | ﹤0.01% | 2690 |
|
|
2024
Q1 | $13.3K | Buy |
561
+36
| +7% | +$852 | ﹤0.01% | 2700 |
|
|
2023
Q4 | $12.7K | Hold |
525
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q3 | $11.1K | Sell |
525
-3,864
| -88% | -$81.8K | ﹤0.01% | 2556 |
|
|
2023
Q2 | $101K | Hold |
4,389
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q1 | $101K | Hold |
4,389
| – | – | ﹤0.01% | 1589 |
|
|
2022
Q4 | $99.7K | Buy |
4,389
+1,944
| +80% | +$44.1K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $52K | Buy |
2,445
+613
| +33% | +$13K | ﹤0.01% | 1766 |
|
|
2022
Q2 | $44K | Buy |
1,832
+1,140
| +165% | +$27.4K | ﹤0.01% | 1862 |
|
|
2022
Q1 | $20K | Buy |
692
+85
| +14% | +$2.46K | ﹤0.01% | 2372 |
|
|
2021
Q4 | $19K | Sell |
607
-2
| -0.3% | -$63 | ﹤0.01% | 2349 |
|
|
2021
Q3 | $17K | Sell |
609
-6
| -1% | -$167 | ﹤0.01% | 2398 |
|
|
2021
Q2 | $17K | Hold |
615
| – | – | ﹤0.01% | 5309 |
|
|
2021
Q1 | $15.7K | Buy |
615
+1
| +0.2% | +$25 | ﹤0.01% | 2583 |
|
|
2020
Q4 | $15K | Hold |
614
| – | – | ﹤0.01% | 2162 |
|
|
2020
Q3 | $13K | Buy |
614
+190
| +45% | +$4.02K | ﹤0.01% | 2047 |
|
|
2020
Q2 | $9K | Buy |
424
+2
| +0.5% | +$42 | ﹤0.01% | 2087 |
|
|
2020
Q1 | $8K | Sell |
422
-13
| -3% | -$246 | ﹤0.01% | 1942 |
|
|
2019
Q4 | $12K | Buy |
435
+5
| +1% | +$138 | ﹤0.01% | 1957 |
|
|
2019
Q3 | $12K | Buy |
430
+2
| +0.5% | +$56 | ﹤0.01% | 1920 |
|
|
2019
Q2 | $11K | Buy |
+428
| New | +$11K | ﹤0.01% | 1949 |
|
|
2019
Q1 | – | Sell |
-12,356
| Closed | -$289K | – | 829 |
|
|
2018
Q4 | $289K | Sell |
12,356
-92
| -0.7% | -$2.15K | 0.01% | 610 |
|
|
2018
Q3 | $314K | Sell |
12,448
-459
| -4% | -$11.6K | 0.02% | 609 |
|
|
2018
Q2 | $331K | Sell |
12,907
-2,595
| -17% | -$66.5K | 0.02% | 544 |
|
|
2018
Q1 | $380K | Buy |
15,502
+2,146
| +16% | +$52.6K | 0.03% | 477 |
|
|
2017
Q4 | $348K | Buy |
13,356
+546
| +4% | +$14.2K | 0.03% | 423 |
|
|
2017
Q3 | $327K | Buy |
12,810
+2,242
| +21% | +$57.2K | 0.03% | 363 |
|
|
2017
Q2 | $269K | Buy |
10,568
+3,155
| +43% | +$80.3K | 0.03% | 362 |
|
|
2017
Q1 | $187K | Buy |
+7,413
| New | +$187K | 0.03% | 335 |
|