Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-372
| Closed | -$10K | – | 697 |
|
|
2022
Q2 | $10K | Hold |
372
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $12K | Buy |
+372
| New | +$12K | ﹤0.01% | 526 |
|
|
2020
Q2 | – | Sell |
-1,250
| Closed | -$23K | – | 550 |
|
|
2020
Q1 | $23K | Hold |
1,250
| – | – | ﹤0.01% | 364 |
|
|
2019
Q4 | $56K | Hold |
1,250
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $53K | Hold |
1,250
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $53K | Hold |
1,250
| – | – | 0.01% | 298 |
|
|
2019
Q1 | $54K | Hold |
1,250
| – | – | 0.01% | 293 |
|
|
2018
Q4 | $50K | Hold |
1,250
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $54K | Hold |
1,250
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $54K | Hold |
1,250
| – | – | 0.01% | 307 |
|
|
2018
Q1 | $53K | Hold |
1,250
| – | – | 0.01% | 285 |
|
|
2017
Q4 | $57K | Hold |
1,250
| – | – | 0.01% | 289 |
|
|
2017
Q3 | $59K | Hold |
1,250
| – | – | 0.01% | 277 |
|
|
2017
Q2 | $58K | Hold |
1,250
| – | – | 0.01% | 285 |
|
|
2017
Q1 | $57K | Hold |
1,250
| – | – | 0.01% | 283 |
|
|
2016
Q4 | $53K | Hold |
1,250
| – | – | 0.01% | 291 |
|
|
2016
Q3 | $53K | Buy |
+1,250
| New | +$53K | 0.01% | 298 |
|