SFFS
Stonehage Fleming Financial Services’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
4,845
| – | – | ﹤0.01% | 151 |
|
|
2025
Q1 | $118K | Sell |
4,845
-4,030
| -45% | -$97.8K | ﹤0.01% | 132 |
|
|
2024
Q4 | $213K | Hold |
8,875
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $237K | Hold |
8,875
| – | – | 0.01% | 126 |
|
|
2024
Q2 | $206K | Buy |
+8,875
| New | +$206K | 0.01% | 128 |
|
|
2024
Q1 | – | Sell |
-8,875
| Closed | -$215K | – | 247 |
|
|
2023
Q4 | $215K | Hold |
8,875
| – | – | 0.01% | 125 |
|
|
2023
Q3 | $188K | Hold |
8,875
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $204K | Buy |
+8,875
| New | +$204K | 0.01% | 132 |
|
|
2023
Q1 | – | Sell |
-8,875
| Closed | -$202K | – | 189 |
|
|
2022
Q4 | $202K | Hold |
8,875
| – | – | 0.02% | 94 |
|
|
2022
Q3 | $188K | Hold |
8,875
| – | – | 0.01% | 100 |
|
|
2022
Q2 | $215K | Buy |
+8,875
| New | +$215K | 0.01% | 142 |
|
|
2022
Q1 | – | Sell |
-8,875
| Closed | -$271K | – | 235 |
|
|
2021
Q4 | $271K | Hold |
8,875
| – | – | 0.01% | 147 |
|
|
2021
Q3 | $243K | Hold |
8,875
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $246K | Hold |
8,875
| – | – | 0.01% | 134 |
|
|
2021
Q1 | $226K | Buy |
+8,875
| New | +$226K | 0.01% | 138 |
|
|
2020
Q3 | – | Sell |
-8,875
| Closed | -$185K | – | 175 |
|
|
2020
Q2 | $185K | Hold |
8,875
| – | – | 0.01% | 99 |
|
|
2020
Q1 | $170K | Hold |
8,875
| – | – | 0.01% | 123 |
|
|
2019
Q4 | $245K | Buy |
+8,875
| New | +$245K | 0.01% | 124 |
|
|
2018
Q1 | – | Sell |
-10,222
| Closed | -$267K | – | 233 |
|
|
2017
Q4 | $267K | Buy |
10,222
+1,347
| +15% | +$35.2K | 0.01% | 160 |
|
|
2017
Q3 | $227K | Hold |
8,875
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $226K | Hold |
8,875
| – | – | 0.01% | 171 |
|
|
2017
Q1 | $225K | Hold |
8,875
| – | – | 0.01% | 206 |
|
|
2016
Q4 | $224K | Hold |
8,875
| – | – | 0.01% | 207 |
|
|
2016
Q3 | $242K | Hold |
8,875
| – | – | 0.01% | 189 |
|
|
2016
Q2 | $244K | Buy |
+8,875
| New | +$244K | 0.02% | 182 |
|