WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,659
| Closed | -$620K | – | 289 |
|
|
2024
Q2 | $620K | Buy |
26,659
+955
| +4% | +$22.2K | 0.07% | 184 |
|
|
2024
Q1 | $609K | Sell |
25,704
-26
| -0.1% | -$616 | 0.06% | 184 |
|
|
2023
Q4 | $622K | Sell |
25,730
-834
| -3% | -$20.2K | 0.06% | 195 |
|
|
2023
Q3 | $562K | Sell |
26,564
-10
| -0% | -$212 | 0.07% | 185 |
|
|
2023
Q2 | $610K | Sell |
26,574
-792
| -3% | -$18.2K | 0.09% | 170 |
|
|
2023
Q1 | $628K | Buy |
27,366
+443
| +2% | +$10.2K | 0.07% | 176 |
|
|
2022
Q4 | $662K | Buy |
+26,923
| New | +$662K | 0.05% | 217 |
|
|
2022
Q1 | $713K | Sell |
25,746
-162
| -0.6% | -$4.49K | 0.05% | 209 |
|
|
2021
Q4 | $742K | Sell |
25,908
-100
| -0.4% | -$2.86K | 0.05% | 209 |
|
|
2021
Q3 | $773K | Buy |
26,008
+230
| +0.9% | +$6.84K | 0.05% | 199 |
|
|
2021
Q2 | $742K | Sell |
25,778
-1,190
| -4% | -$34.3K | 0.05% | 188 |
|
|
2021
Q1 | $731K | Sell |
26,968
-2,421
| -8% | -$65.6K | 0.06% | 178 |
|
|
2020
Q4 | $715K | Sell |
29,389
-122
| -0.4% | -$2.97K | 0.06% | 168 |
|
|
2020
Q3 | $667K | Sell |
29,511
-1,502
| -5% | -$33.9K | 0.07% | 162 |
|
|
2020
Q2 | $671K | Sell |
31,013
-62
| -0.2% | -$1.34K | 0.07% | 153 |
|
|
2020
Q1 | $575K | Buy |
31,075
+3,908
| +14% | +$72.3K | 0.07% | 144 |
|
|
2019
Q4 | $774K | Sell |
27,167
-279
| -1% | -$7.95K | 0.09% | 127 |
|
|
2019
Q3 | $761K | Sell |
27,446
-509
| -2% | -$14.1K | 0.1% | 125 |
|
|
2019
Q2 | $757K | Sell |
27,955
-575
| -2% | -$15.6K | 0.11% | 126 |
|
|
2019
Q1 | $765K | Buy |
28,530
+535
| +2% | +$14.3K | 0.12% | 124 |
|
|
2018
Q4 | $737K | Sell |
27,995
-308
| -1% | -$8.11K | 0.12% | 121 |
|
|
2018
Q3 | $704K | Buy |
28,303
+219
| +0.8% | +$5.45K | 0.13% | 118 |
|
|
2018
Q2 | $720K | Buy |
28,084
+79
| +0.3% | +$2.03K | 0.15% | 115 |
|
|
2018
Q1 | $688K | Buy |
28,005
+6,467
| +30% | +$159K | 0.15% | 117 |
|
|
2017
Q4 | $562K | Buy |
+21,538
| New | +$562K | 0.15% | 117 |
|