Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45K | Buy |
68
+2
| +3% | +$43 | ﹤0.01% | 3827 |
|
|
2025
Q1 | $1.36K | Hold |
66
| – | – | ﹤0.01% | 3349 |
|
|
2024
Q4 | $1.43K | Sell |
66
-186
| -74% | -$4.03K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $5.98K | Buy |
252
+1
| +0.4% | +$24 | ﹤0.01% | 2489 |
|
|
2024
Q2 | $5.99K | Buy |
251
+2
| +0.8% | +$48 | ﹤0.01% | 2434 |
|
|
2024
Q1 | $5.79K | Buy |
249
+60
| +32% | +$1.4K | ﹤0.01% | 2346 |
|
|
2023
Q4 | $4.46K | Hold |
189
| – | – | ﹤0.01% | 2321 |
|
|
2023
Q3 | $4.22K | Hold |
189
| – | – | ﹤0.01% | 2187 |
|
|
2023
Q2 | $4.46K | Hold |
189
| – | – | ﹤0.01% | 2157 |
|
|
2023
Q1 | $4.13K | Hold |
189
| – | – | ﹤0.01% | 2114 |
|
|
2022
Q4 | $4.29K | Hold |
189
| – | – | ﹤0.01% | 1955 |
|
|
2022
Q3 | $4K | Hold |
189
| – | – | ﹤0.01% | 1966 |
|
|
2022
Q2 | $5K | Hold |
189
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q1 | $6K | Buy |
+189
| New | +$6K | ﹤0.01% | 1600 |
|