Summit Wealth Group’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
2023
Q2
Sell
-29,098
Closed -$1K 218
2023
Q1
$1K Buy
+29,098
New +$1K 0.02% 133