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Baystate Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Baystate Wealth Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed -$1K – 953
2021
Q3 		$1K Hold
25
– – ﹤0.01% 796
2021
Q2 		$1K Buy
+25
New +$916 ﹤0.01% 766

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Wells Fargo
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FAM
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Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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UBS Group
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Baystate Wealth Management's REM Position: Q4 2021 in Review

Baystate Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in REM in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Baystate Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 25 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $1K.
  • Baystate Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and held it in 2 quarters.
  • Baystate Wealth Management's iShares Mortgage Real Estate ETF position peaked at $1K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.