BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.3M | Sell |
97,449
-3,588
| -4% | -$84.7K | 0.26% | 83 |
|
|
2023
Q1 | $2.21M | Sell |
101,037
-33,330
| -25% | -$728K | 0.27% | 79 |
|
|
2022
Q4 | $3.05M | Sell |
134,367
-3,518
| -3% | -$79.8K | 0.38% | 51 |
|
|
2022
Q3 | $2.89M | Sell |
137,885
-22,683
| -14% | -$475K | 0.38% | 53 |
|
|
2022
Q2 | $4.29M | Sell |
160,568
-9,367
| -6% | -$250K | 0.53% | 33 |
|
|
2022
Q1 | $5.55M | Sell |
169,935
-3,917
| -2% | -$128K | 0.59% | 31 |
|
|
2021
Q4 | $6M | Sell |
173,852
-15,874
| -8% | -$548K | 0.63% | 32 |
|
|
2021
Q3 | $6.86M | Sell |
189,726
-20,095
| -10% | -$727K | 0.76% | 27 |
|
|
2021
Q2 | $7.79M | Sell |
209,821
-24,488
| -10% | -$909K | 0.86% | 25 |
|
|
2021
Q1 | $8.26M | Buy |
+234,309
| New | +$8.26M | 0.97% | 23 |
|
|
2020
Q4 | – | Sell |
-125
| Closed | -$3K | – | 984 |
|
|
2020
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 646 |
|
|
2020
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 605 |
|
|
2020
Q1 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 682 |
|