Wipfli Financial Advisors’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
2022
Q3
$12.1M Buy
567,591
+275,499
+94% +$5.86M 0.85% 16
2022
Q2
$7.06M Sell
292,092
-14,924
-5% -$361K 0.77% 18
2022
Q1
$8.97M Buy
+307,016
New +$8.97M 0.91% 14