Arete Wealth Advisors’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
Q3 | – | Sell |
-5,507
| Closed | -$421K | – | 803 |
|
|
2024
Q2 | $421K | Sell |
5,507
-4,597
| -45% | -$351K | 0.03% | 432 |
|
|
2024
Q1 | $728K | Sell |
10,104
-3,964
| -28% | -$286K | 0.07% | 255 |
|
|
2023
Q4 | $1.03M | Buy |
+14,068
| New | +$1.03M | 0.08% | 243 |
|
|
2023
Q3 | – | Sell |
-10,642
| Closed | -$780K | – | 660 |
|
|
2023
Q2 | $780K | Buy |
+10,642
| New | +$780K | 0.07% | 264 |
|
|
2022
Q4 | – | Sell |
-6,119
| Closed | -$440K | – | 694 |
|
|
2022
Q3 | $440K | Sell |
6,119
-692
| -10% | -$49.8K | 0.04% | 328 |
|
|
2022
Q2 | $547K | Buy |
6,811
+829
| +14% | +$66.6K | 0.06% | 228 |
|
|
2022
Q1 | $574K | Buy |
+5,982
| New | +$574K | 0.05% | 259 |
|