Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,231
| Closed | -$448K | – | 131 |
|
|
2021
Q3 | $448K | Buy |
5,231
+1,005
| +24% | +$86.1K | 0.38% | 80 |
|
|
2021
Q2 | $352K | Buy |
4,226
+576
| +16% | +$48K | 0.3% | 90 |
|
|
2021
Q1 | $270K | Sell |
3,650
-522
| -13% | -$38.6K | 0.24% | 105 |
|
|
2020
Q4 | $283K | Sell |
4,172
-341
| -8% | -$23.1K | 0.27% | 89 |
|
|
2020
Q3 | $275K | Buy |
4,513
+126
| +3% | +$7.68K | 0.26% | 101 |
|
|
2020
Q2 | $268K | Buy |
+4,387
| New | +$268K | 0.27% | 101 |
|