Acorn Financial Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,184
| Closed | -$2.18M | – | 239 |
|
|
2023
Q4 | $2.18M | Sell |
30,184
-3,383
| -10% | -$244K | 0.38% | 34 |
|
|
2023
Q3 | $2.19M | Buy |
33,567
+6,619
| +25% | +$431K | 0.39% | 34 |
|
|
2023
Q2 | $1.97M | Buy |
26,948
+3,757
| +16% | +$275K | 0.35% | 41 |
|
|
2023
Q1 | $1.64M | Buy |
23,191
+865
| +4% | +$61.1K | 0.32% | 44 |
|
|
2022
Q4 | $1.53M | Buy |
22,326
+2,464
| +12% | +$168K | 0.32% | 40 |
|
|
2022
Q3 | $1.43M | Buy |
19,862
+4,647
| +31% | +$333K | 0.34% | 41 |
|
|
2022
Q2 | $1.22M | Buy |
15,215
+2,302
| +18% | +$184K | 0.29% | 49 |
|
|
2022
Q1 | $1.24M | Buy |
12,913
+2,272
| +21% | +$217K | 0.25% | 66 |
|
|
2021
Q4 | $1.05M | Buy |
10,641
+5,334
| +101% | +$526K | 0.21% | 77 |
|
|
2021
Q3 | $455K | Buy |
5,307
+1,138
| +27% | +$97.6K | 0.14% | 140 |
|
|
2021
Q2 | $347K | Buy |
+4,169
| New | +$347K | 0.1% | 177 |
|