Accel Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-850
| Closed | -$18.6K | – | 696 |
|
|
2023
Q1 | $18.6K | Hold |
850
| – | – | 0.01% | 740 |
|
|
2022
Q4 | $19.3K | Hold |
850
| – | – | 0.01% | 565 |
|
|
2022
Q3 | $19K | Hold |
850
| – | – | 0.01% | 576 |
|
|
2022
Q2 | $23K | Hold |
850
| – | – | 0.01% | 512 |
|
|
2022
Q1 | $28K | Hold |
850
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $29K | Sell |
850
-250
| -23% | -$8.53K | 0.01% | 498 |
|
|
2021
Q3 | $40K | Hold |
1,100
| – | – | 0.03% | 362 |
|
|
2021
Q2 | $41K | Hold |
1,100
| – | – | 0.03% | 376 |
|
|
2021
Q1 | $39K | Hold |
1,100
| – | – | 0.03% | 364 |
|
|
2020
Q4 | $35K | Buy |
+1,100
| New | +$35K | 0.03% | 373 |
|