TPWM
Twelve Points Wealth Management’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
20,235
+1,068
| +6% | +$26.4K | 0.13% | 132 |
|
|
2025
Q1 | $465K | Buy |
19,167
+521
| +3% | +$12.6K | 0.13% | 127 |
|
|
2024
Q4 | $447K | Sell |
18,646
-4,034
| -18% | -$96.7K | 0.13% | 128 |
|
|
2024
Q3 | $605K | Sell |
22,680
-873
| -4% | -$23.3K | 0.19% | 110 |
|
|
2024
Q2 | $548K | Buy |
23,553
+1,270
| +6% | +$29.5K | 0.19% | 111 |
|
|
2024
Q1 | $528K | Sell |
22,283
-1,014
| -4% | -$24K | 0.19% | 110 |
|
|
2023
Q4 | $563K | Buy |
23,297
+414
| +2% | +$10K | 0.27% | 101 |
|
|
2023
Q3 | $484K | Buy |
22,883
+1,223
| +6% | +$25.9K | 0.24% | 114 |
|
|
2023
Q2 | $498K | Buy |
21,660
+1,054
| +5% | +$24.2K | 0.26% | 110 |
|
|
2023
Q1 | $472K | Buy |
20,606
+2,487
| +14% | +$57K | 0.27% | 107 |
|
|
2022
Q4 | $411K | Sell |
18,119
-561
| -3% | -$12.7K | 0.28% | 110 |
|
|
2022
Q3 | $397K | Buy |
18,680
+300
| +2% | +$6.38K | 0.31% | 109 |
|
|
2022
Q2 | $444K | Buy |
18,380
+5,353
| +41% | +$129K | 0.34% | 102 |
|
|
2022
Q1 | $381K | Buy |
+13,027
| New | +$381K | 0.28% | 114 |
|