WealthPlan Investment Management’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 | $600K | Buy |
24,277
+307
| +1% | +$7.58K | 0.04% | 220 |
|
|
2025
Q1 | $582K | Sell |
23,970
-1,228
| -5% | -$29.8K | 0.06% | 159 |
|
|
2024
Q4 | $604K | Sell |
25,198
-853
| -3% | -$20.4K | 0.06% | 152 |
|
|
2024
Q3 | $695K | Buy |
+26,051
| New | +$695K | 0.07% | 138 |
|
|
2023
Q1 | – | Sell |
-26,923
| Closed | -$667K | – | 536 |
|
|
2022
Q4 | $667K | Sell |
26,923
-323
| -1% | -$8K | 0.05% | 216 |
|
|
2022
Q3 | $629K | Buy |
+27,246
| New | +$629K | 0.05% | 212 |
|
|
2022
Q1 | $713K | Buy |
+25,746
| New | +$713K | 0.05% | 209 |
|