Waterford 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 | $7.48M | Sell |
34,411
-265,092
| -89% | -$57.6M | 2.76% | 12 |
|
|
2025
Q1 | $7.27M | Buy |
299,503
+14,232
| +5% | +$345K | 3.02% | 12 |
|
|
2024
Q4 | $6.84M | Buy |
285,271
+15,602
| +6% | +$374K | 3.48% | 8 |
|
|
2024
Q3 | $7.2M | Buy |
269,669
+10,284
| +4% | +$274K | 3.67% | 8 |
|
|
2024
Q2 | $6.03M | Buy |
259,385
+6,376
| +3% | +$148K | 2.53% | 13 |
|
|
2024
Q1 | $5.99M | Buy |
253,009
+13,022
| +5% | +$308K | 2.54% | 13 |
|
|
2023
Q4 | $5.8M | Buy |
239,987
+10,860
| +5% | +$263K | 2.72% | 13 |
|
|
2023
Q3 | $4.85M | Buy |
229,127
+7,384
| +3% | +$156K | 2.71% | 11 |
|
|
2023
Q2 | $5.09M | Buy |
221,743
+9,314
| +4% | +$214K | 2.45% | 14 |
|
|
2023
Q1 | $4.87M | Buy |
212,429
+4,430
| +2% | +$102K | 2.64% | 12 |
|
|
2022
Q4 | $4.72M | Buy |
+207,999
| New | +$4.72M | 2.75% | 12 |
|