Almanack Investment Partners’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
Q2 | – | Sell |
-8,506
| Closed | -$278K | – | 502 |
|
|
2022
Q1 | $278K | Hold |
8,506
| – | – | 0.02% | 375 |
|
|
2021
Q4 | $294K | Hold |
8,506
| – | – | 0.02% | 378 |
|
|
2021
Q3 | $308K | Buy |
8,506
+575
| +7% | +$20.8K | 0.03% | 366 |
|
|
2021
Q2 | $294K | Hold |
7,931
| – | – | 0.03% | 331 |
|
|
2021
Q1 | $280K | Hold |
7,931
| – | – | 0.03% | 328 |
|
|
2020
Q4 | $253K | Buy |
+7,931
| New | +$253K | 0.03% | 311 |
|
|
2018
Q1 | – | Sell |
-17,541
| Closed | -$801K | – | 198 |
|
|
2017
Q4 | $801K | Sell |
17,541
-1,978
| -10% | -$90.3K | 0.32% | 38 |
|
|
2017
Q3 | $914K | Sell |
19,519
-6,802
| -26% | -$319K | 0.44% | 33 |
|
|
2017
Q2 | $1.22M | Buy |
26,321
+16,816
| +177% | +$780K | 0.68% | 43 |
|
|
2017
Q1 | $430K | Buy |
+9,505
| New | +$430K | 0.32% | 54 |
|