Waypoint Wealth Partners’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
Q2 | $965K | Hold |
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|
2025
Q1 | $947K | Hold |
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|
2024
Q4 | $936K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $908K | Hold |
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|
2024
Q1 | $925K | Hold |
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|
2023
Q4 | $944K | Buy |
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|
2023
Q3 | $827K | Sell |
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|
2023
Q2 | $898K | Buy |
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|
2023
Q1 | $897K | Hold |
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|
2022
Q4 | $888K | Sell |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.2M | Buy |
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