Waldron Private Wealth’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.2M | Sell |
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|
2025
Q2 | $9.46M | Sell |
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|
2025
Q1 | $9.5M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $13.4M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $13.1M | Sell |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $15.5M | Buy |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $6.59M | Hold |
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|
2022
Q3 | $6.59M | Sell |
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|
2022
Q2 | $7.53M | Buy |
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|
2022
Q1 | $8.32M | Sell |
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|
2021
Q4 | $9.81M | Buy |
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|
2021
Q3 | $8.19M | Buy |
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|
2021
Q2 | $8.25M | Sell |
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|
2021
Q1 | $7.71M | Sell |
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|
2020
Q4 | $7.25M | Buy |
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|
2020
Q3 | $6.01M | Buy |
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