Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Sell |
7,173
-4,701
| -40% | -$390K | 0.01% | 837 |
|
|
2025
Q1 | $1.03M | Sell |
11,874
-7,930
| -40% | -$685K | 0.01% | 878 |
|
|
2024
Q4 | $1.6M | Buy |
19,804
+9,433
| +91% | +$764K | 0.02% | 722 |
|
|
2024
Q3 | $921K | Buy |
10,371
+5,819
| +128% | +$517K | 0.01% | 933 |
|
|
2024
Q2 | $350K | Sell |
4,552
-291
| -6% | -$22.4K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $349K | Buy |
4,843
+16
| +0.3% | +$1.15K | ﹤0.01% | 1457 |
|
|
2023
Q4 | $355K | Buy |
4,827
+72
| +2% | +$5.29K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $317K | Hold |
4,755
| – | – | ﹤0.01% | 1381 |
|
|
2023
Q2 | $348K | Buy |
4,755
+328
| +7% | +$24K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $313K | Sell |
4,427
-161
| -4% | -$11.4K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $314K | Sell |
4,588
-11,847
| -72% | -$810K | 0.01% | 1329 |
|
|
2022
Q3 | $1.18M | Buy |
16,435
+749
| +5% | +$53.8K | 0.02% | 659 |
|
|
2022
Q2 | $1.26M | Buy |
15,686
+1,306
| +9% | +$104K | 0.02% | 588 |
|
|
2022
Q1 | $1.38M | Buy |
+14,380
| New | +$1.38M | 0.02% | 604 |
|