Cardinal Point Wealth Management Partners, LLC Ishares Global Reit ETF Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 36,625 shares of REET stock, worth $929,542. This represents 0.26% of its overall portfolio holdings.

Number of Shares

36,625

Previous 35,875 2.09%

Holding current value

$929,542

Previous $814,000 3.07%

% of portfolio

0.26%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$21.44 - $25.55 $16,080 - $19,162	750 Added 2.09%	36,625 $839,000
Q4 2022 Feb 07, 2023	BUY	$20.39 - $23.63 $413,305 - $478,980	20,270 Added 129.89%	35,875 $814,000
Q3 2022 Nov 02, 2022	SELL	$20.93 - $26.78 $102,975 - $131,757	-4,920 Reduced 23.97%	15,605 $326,000
Q2 2022 Jul 19, 2022	SELL	$23.38 - $29.81 $46,760 - $59,620	-2,000 Reduced 8.88%	20,525 $496,000
Q1 2022 May 02, 2022	BUY	$27.43 - $30.48 $127,439 - $141,610	4,646 Added 25.99%	22,525 $658,000
Q4 2021 Feb 10, 2022	BUY	$27.64 - $30.61 $494,175 - $547,276	17,879 New	17,879 $547,000

Others Institutions Holding REET

# of Institutions

287

Shares Held

74.7M

Call Options Held

8.7K

Put Options Held

300

View Full List

About ISHARES GLOBAL REIT ETF

Ticker REET
Sector ETFs
Industry ETFs

More about REET

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account

Cardinal Point Wealth Management Partners, LLC Ishares Global Reit ETF Transaction History