Baker Tilly Wealth Management’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
2021
Q4
Sell
-10,378
Closed -$375K 542
2021
Q3
$375K Hold
10,378
0.05% 376
2021
Q2
$385K Sell
10,378
-15,925
-61% -$591K 0.06% 341
2021
Q1
$927K Buy
+26,303
New +$927K 0.19% 130