TPG Financial Advisors’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 |
-11,839
| Closed | -$287K | – | 71 |
|
|
2025
Q1 | $287K | Sell |
11,839
-28,586
| -71% | -$693K | 0.13% | 54 |
|
|
2024
Q4 | $969K | Sell |
40,425
-782
| -2% | -$18.7K | 0.42% | 33 |
|
|
2024
Q3 | $1.1M | Sell |
41,207
-3,897
| -9% | -$104K | 0.5% | 31 |
|
|
2024
Q2 | $1.05M | Buy |
+45,104
| New | +$1.05M | 0.5% | 32 |
|
|
2023
Q4 | $1.44M | Buy |
+59,762
| New | +$1.44M | 0.73% | 27 |
|
|
2023
Q3 | – | Sell |
-60,067
| Closed | -$1.38M | – | 55 |
|
|
2023
Q2 | $1.38M | Sell |
60,067
-73
| -0.1% | -$1.68K | 0.72% | 27 |
|
|
2023
Q1 | $1.38M | Sell |
60,140
-1,323
| -2% | -$30.3K | 0.75% | 26 |
|
|
2022
Q4 | $1.4M | Buy |
61,463
+34,889
| +131% | +$792K | 0.85% | 26 |
|
|
2022
Q3 | $565K | Buy |
+26,574
| New | +$565K | 0.35% | 29 |
|