Waypoint Wealth Partners’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 | $965K | Hold |
39,050
| – | – | 0.23% | 31 |
|
|
2025
Q1 | $947K | Hold |
39,050
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $936K | Buy |
39,050
+1
| +0% | +$24 | 0.26% | 30 |
|
|
2024
Q3 | $1.04M | Buy |
39,049
+1
| +0% | +$27 | 0.28% | 29 |
|
|
2024
Q2 | $908K | Hold |
39,048
| – | – | 0.27% | 27 |
|
|
2024
Q1 | $925K | Hold |
39,048
| – | – | 0.26% | 28 |
|
|
2023
Q4 | $944K | Buy |
39,048
+1
| +0% | +$24 | 0.29% | 25 |
|
|
2023
Q3 | $827K | Sell |
39,047
-52
| -0.1% | -$1.1K | 0.29% | 24 |
|
|
2023
Q2 | $898K | Buy |
39,099
+1
| +0% | +$23 | 0.31% | 23 |
|
|
2023
Q1 | $897K | Hold |
39,098
| – | – | 0.32% | 25 |
|
|
2022
Q4 | $888K | Sell |
39,098
-2,345
| -6% | -$53.3K | 0.35% | 23 |
|
|
2022
Q3 | $881K | Sell |
41,443
-3,670
| -8% | -$78K | 0.37% | 23 |
|
|
2022
Q2 | $1.09M | Sell |
45,113
-6,057
| -12% | -$146K | 0.42% | 26 |
|
|
2022
Q1 | $1.5M | Sell |
51,170
-30,228
| -37% | -$883K | 0.55% | 18 |
|
|
2021
Q4 | $2.49M | Buy |
81,398
+41,334
| +103% | +$1.27M | 0.85% | 14 |
|
|
2021
Q3 | $1.1M | Sell |
40,064
-1,185
| -3% | -$32.5K | 0.41% | 19 |
|
|
2021
Q2 | $1.14M | Buy |
41,249
+16
| +0% | +$443 | 0.44% | 16 |
|
|
2021
Q1 | $1.05M | Sell |
41,233
-8,896
| -18% | -$227K | 0.77% | 13 |
|
|
2020
Q4 | $1.2M | Buy |
+50,129
| New | +$1.2M | 0.94% | 12 |
|