Avantax Advisory Services’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 | $528K | Sell |
24,691
-7,247
| -23% | -$155K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $717K | Buy |
31,938
+6,896
| +28% | +$155K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $535K | Buy |
25,042
+6,120
| +32% | +$131K | ﹤0.01% | 1398 |
|
|
2024
Q3 | $449K | Buy |
18,922
+3,662
| +24% | +$86.9K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $338K | Buy |
15,260
+3,917
| +35% | +$86.8K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $264K | Buy |
+11,343
| New | +$264K | ﹤0.01% | 1375 |
|
|
2020
Q4 | – | Sell |
-13,208
| Closed | -$340K | – | 1268 |
|
|
2020
Q3 | $340K | Buy |
+13,208
| New | +$340K | 0.01% | 964 |
|