Wealth Enhancement Advisory Services’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 | $4.89M | Sell |
196,002
-99,974
| -34% | -$2.49M | 0.01% | 905 |
|
|
2025
Q1 | $7.18M | Sell |
295,976
-316,406
| -52% | -$7.68M | 0.01% | 701 |
|
|
2024
Q4 | $14.7M | Sell |
612,382
-137,292
| -18% | -$3.29M | 0.03% | 455 |
|
|
2024
Q3 | $20M | Sell |
749,674
-8,428
| -1% | -$225K | 0.04% | 348 |
|
|
2024
Q2 | $17.6M | Sell |
758,102
-8,914
| -1% | -$207K | 0.04% | 354 |
|
|
2024
Q1 | $18.2M | Buy |
767,016
+371,334
| +94% | +$8.79M | 0.05% | 343 |
|
|
2023
Q4 | $9.57M | Buy |
395,682
+10,831
| +3% | +$262K | 0.03% | 441 |
|
|
2023
Q3 | $8.15M | Buy |
384,851
+19,210
| +5% | +$407K | 0.03% | 458 |
|
|
2023
Q2 | $8.4M | Sell |
365,641
-15,888
| -4% | -$365K | 0.09% | 99 |
|
|
2023
Q1 | $8.75M | Buy |
381,529
+7,072
| +2% | +$162K | 0.1% | 97 |
|
|
2022
Q4 | $9.19M | Buy |
374,457
+19,233
| +5% | +$472K | 0.12% | 88 |
|
|
2022
Q3 | $7.36M | Buy |
355,224
+31,025
| +10% | +$642K | 0.11% | 98 |
|
|
2022
Q2 | $7.9M | Buy |
324,199
+36,705
| +13% | +$894K | 0.11% | 95 |
|
|
2022
Q1 | $8.48M | Buy |
287,494
+23,689
| +9% | +$699K | 0.11% | 92 |
|
|
2021
Q4 | $7.53M | Buy |
263,805
+51,316
| +24% | +$1.46M | 0.11% | 87 |
|
|
2021
Q3 | $6.23M | Buy |
212,489
+38,958
| +22% | +$1.14M | 0.09% | 96 |
|
|
2021
Q2 | $4.96M | Buy |
173,531
+36,952
| +27% | +$1.06M | 0.08% | 100 |
|
|
2021
Q1 | $3.56M | Buy |
136,579
+14,890
| +12% | +$388K | 0.06% | 115 |
|
|
2020
Q4 | $2.9M | Buy |
121,689
+45,298
| +59% | +$1.08M | 0.07% | 99 |
|
|
2020
Q3 | $1.69M | Buy |
76,391
+23,025
| +43% | +$508K | 0.04% | 134 |
|
|
2020
Q2 | $1.12M | Buy |
53,366
+35,392
| +197% | +$745K | 0.03% | 169 |
|
|
2020
Q1 | $362K | Buy |
+17,974
| New | +$362K | 0.01% | 193 |
|