Aveo Capital Partners’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
Q1 | – | Sell |
-46,793
| Closed | -$3.79M | – | 293 |
|
|
2024
Q4 | $3.79M | Buy |
+46,793
| New | +$3.79M | 0.42% | 64 |
|
|
2022
Q2 | – | Sell |
-7,195
| Closed | -$690K | – | 290 |
|
|
2022
Q1 | $690K | Sell |
7,195
-35,971
| -83% | -$3.45M | 0.12% | 144 |
|
|
2021
Q4 | $4.24M | Sell |
43,166
-2,880
| -6% | -$283K | 0.76% | 41 |
|
|
2021
Q3 | $3.94M | Buy |
+46,046
| New | +$3.94M | 0.82% | 34 |
|