AWS
AJ Wealth Strategies’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55,089
| Closed | -$1.15M | – | 324 |
|
|
2022
Q3 | $1.15M | Hold |
55,089
| – | – | 0.07% | 118 |
|
|
2022
Q2 | $1.47M | Sell |
55,089
-62,806
| -53% | -$1.68M | 0.08% | 106 |
|
|
2022
Q1 | $3.85M | Sell |
117,895
-1,329,507
| -92% | -$43.4M | 0.19% | 71 |
|
|
2021
Q4 | $50M | Buy |
1,447,402
+105,207
| +8% | +$3.63M | 2.37% | 11 |
|
|
2021
Q3 | $48.6M | Buy |
1,342,195
+176,575
| +15% | +$6.39M | 2.62% | 11 |
|
|
2021
Q2 | $43.3M | Buy |
1,165,620
+124,508
| +12% | +$4.62M | 2.58% | 11 |
|
|
2021
Q1 | $36.7M | Buy |
1,041,112
+89,570
| +9% | +$3.16M | 2.61% | 11 |
|
|
2020
Q4 | $30.3M | Buy |
951,542
+54,999
| +6% | +$1.75M | 2.64% | 10 |
|
|
2020
Q3 | $23.1M | Buy |
+896,543
| New | +$23.1M | 2.35% | 10 |
|