Bank of Montreal’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
Q2 | $98.8K | Hold |
1,200
| – | – | ﹤0.01% | 2692 |
|
2025
Q1 | $104K | Hold |
1,200
| – | – | ﹤0.01% | 2641 |
|
2024
Q4 | $97.2K | Hold |
1,200
| – | – | ﹤0.01% | 2653 |
|
2024
Q3 | $106K | Hold |
1,200
| – | – | ﹤0.01% | 2908 |
|
2024
Q2 | $92.6K | Sell |
1,200
-171
| -12% | -$13.2K | ﹤0.01% | 2970 |
|
2024
Q1 | $98.9K | Sell |
1,371
-4,004
| -74% | -$289K | ﹤0.01% | 2976 |
|
2023
Q4 | $400K | Buy |
5,375
+2,317
| +76% | +$173K | ﹤0.01% | 2277 |
|
2023
Q3 | $216K | Buy |
3,058
+1,858
| +155% | +$131K | ﹤0.01% | 2618 |
|
2023
Q2 | $88.5K | Sell |
1,200
-4,842
| -80% | -$357K | ﹤0.01% | 3095 |
|
2023
Q1 | $427K | Buy |
6,042
+4,842
| +404% | +$342K | ﹤0.01% | 2308 |
|
2022
Q4 | $82.2K | Sell |
1,200
-5,703
| -83% | -$391K | ﹤0.01% | 2990 |
|
2022
Q3 | $548 | Buy |
6,903
+5,485
| +387% | +$435 | ﹤0.01% | 2157 |
|
2022
Q2 | $116 | Hold |
1,418
| – | – | ﹤0.01% | 3000 |
|
2022
Q1 | $138K | Buy |
1,418
+218
| +18% | +$21.2K | ﹤0.01% | 3096 |
|
2021
Q4 | $118K | Sell |
1,200
-3,908
| -77% | -$384K | ﹤0.01% | 3014 |
|
2021
Q3 | $455K | Buy |
5,108
+3,908
| +326% | +$348K | ﹤0.01% | 2749 |
|
2021
Q2 | $101K | Hold |
1,200
| – | – | ﹤0.01% | 3190 |
|
2021
Q1 | $91K | Hold |
1,200
| – | – | ﹤0.01% | 3052 |
|
2020
Q4 | $79K | Buy |
+1,200
| New | +$79K | ﹤0.01% | 3249 |
|
2020
Q3 | – | Sell |
-4,294
| Closed | -$253K | – | 4393 |
|
2020
Q2 | $253K | Buy |
+4,294
| New | +$253K | ﹤0.01% | 2272 |
|
2018
Q4 | – | Sell |
-200
| Closed | -$13K | – | 4375 |
|
2018
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 3523 |
|
2018
Q2 | $13K | Sell |
200
-92
| -32% | -$5.98K | ﹤0.01% | 3550 |
|
2018
Q1 | $17K | Buy |
292
+92
| +46% | +$5.36K | ﹤0.01% | 3328 |
|
2017
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 3400 |
|
2017
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 3343 |
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 3353 |
|
2017
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 3217 |
|
2016
Q4 | $12K | Sell |
200
-1,242
| -86% | -$74.5K | ﹤0.01% | 3234 |
|
2016
Q3 | $94K | Buy |
1,442
+1,242
| +621% | +$81K | ﹤0.01% | 2570 |
|
2016
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 3220 |
|
2016
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 3280 |
|
2015
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 3315 |
|
2015
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 3184 |
|
2015
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 3244 |
|
2015
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 3213 |
|
2014
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 3111 |
|
2014
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 3203 |
|
2014
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 3414 |
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 3154 |
|
2013
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 3077 |
|
2013
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 3000 |
|
2013
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 2889 |
|