Ausdal Financial 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-46,474
| Closed | -$2.15M | – | 339 |
|
2019
Q4 | $2.15M | Buy |
46,474
+4,377
| +10% | +$203K | 0.64% | 35 |
|
2019
Q3 | $1.77M | Hold |
42,097
| – | – | 0.63% | 40 |
|
2019
Q2 | $1.83M | Sell |
42,097
-5,104
| -11% | -$222K | 0.7% | 34 |
|
2019
Q1 | $2.05M | Buy |
47,201
+32,652
| +224% | +$1.42M | 0.83% | 27 |
|
2018
Q4 | $581K | Buy |
14,549
+9,524
| +190% | +$380K | 0.28% | 94 |
|
2018
Q3 | $219K | Hold |
5,025
| – | – | 0.06% | 354 |
|
2018
Q2 | $218K | Sell |
5,025
-2,961
| -37% | -$128K | 0.07% | 345 |
|
2018
Q1 | $339K | Sell |
7,986
-464
| -5% | -$19.7K | 0.12% | 224 |
|
2017
Q4 | $382K | Sell |
8,450
-51,864
| -86% | -$2.34M | 0.14% | 212 |
|
2017
Q3 | $2.83M | Buy |
60,314
+508
| +0.8% | +$23.8K | 1.12% | 12 |
|
2017
Q2 | $2.77M | Buy |
59,806
+3,571
| +6% | +$166K | 1.18% | 13 |
|
2017
Q1 | $2.55M | Buy |
56,235
+415
| +0.7% | +$18.8K | 1.15% | 14 |
|
2016
Q4 | $2.35M | Buy |
55,820
+8,378
| +18% | +$352K | 1.1% | 17 |
|
2016
Q3 | $1.99M | Sell |
47,442
-698
| -1% | -$29.3K | 1% | 18 |
|
2016
Q2 | $1.98M | Buy |
+48,140
| New | +$1.98M | 1.01% | 18 |
|