1834 Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | – | – | 392 |
|
|
2022
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 432 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 473 |
|
|
2021
Q2 | $1K | Sell |
16
-5,771
| -100% | -$361K | ﹤0.01% | 492 |
|
|
2021
Q1 | $204K | Hold |
5,787
| – | – | 0.03% | 196 |
|
|
2020
Q4 | $184K | Hold |
5,787
| – | – | 0.02% | 198 |
|
|
2020
Q3 | $149K | Hold |
5,787
| – | – | 0.02% | 205 |
|
|
2020
Q2 | $144K | Sell |
5,787
-850
| -13% | -$21.2K | 0.02% | 197 |
|
|
2020
Q1 | $124K | Sell |
6,637
-1,264
| -16% | -$23.6K | 0.02% | 208 |
|
|
2019
Q4 | $352K | Buy |
7,901
+984
| +14% | +$43.8K | 0.05% | 141 |
|
|
2019
Q3 | $292K | Hold |
6,917
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $292K | Hold |
6,917
| – | – | 0.04% | 155 |
|
|
2019
Q1 | $300K | Sell |
6,917
-51
| -0.7% | -$2.21K | 0.05% | 152 |
|
|
2018
Q4 | $278K | Buy |
6,968
+499
| +8% | +$19.9K | 0.05% | 152 |
|
|
2018
Q3 | $282K | Hold |
6,469
| – | – | 0.04% | 165 |
|
|
2018
Q2 | $281K | Hold |
6,469
| – | – | 0.04% | 160 |
|
|
2018
Q1 | $274K | Buy |
6,469
+4,219
| +188% | +$179K | 0.05% | 157 |
|
|
2017
Q4 | $102K | Buy |
+2,250
| New | +$102K | 0.02% | 237 |
|