Beirne Wealth Consulting Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,159	Closed	-$273K	–	106
2025 Q1	$273K	Buy	3,159 +13	+0.4%	+$1.08K	0.1%	82
2024 Q4	$255K	Buy	3,146 +25	+0.8%	+$2.14K	0.09%	81
2024 Q3	$277K	Buy	3,121 +17	+0.5%	+$1.42K	0.1%	83
2024 Q2	$239K	Buy	3,104 +16	+0.5%	+$1.17K	0.1%	87
2024 Q1	$223K	Buy	3,088 +14	+0.5%	+$987	0.09%	87
2023 Q4	$226K	Buy	3,074 +61	+2%	+$4.1K	0.11%	130
2023 Q3	$221K	Hold	3,013	–	–	0.18%	83
2023 Q2	$221K	Sell	3,013 -3,519	-54%	-$251K	0.18%	83
2023 Q1	$461K	Buy	6,532 +35	+0.5%	+$2.52K	0.32%	60
2022 Q4	$444K	Buy	6,497 +70	+1%	+$4.91K	0.22%	60
2022 Q3	$462K	Buy	6,427 +74	+1%	+$6.05K	0.18%	65
2022 Q2	$508K	Sell	6,353 -6,286	-50%	-$546K	0.33%	53
2022 Q1	$1.21M	Buy	12,639 +39	+0.3%	+$3.62K	0.68%	34
2021 Q4	$1.24M	Buy	+12,600	New	+$1.16M	0.68%	27