Beirne Wealth Consulting Services’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 | – | Sell |
-3,159
| Closed | -$273K | – | 106 |
|
|
2025
Q1 | $273K | Buy |
3,159
+13
| +0.4% | +$1.12K | 0.1% | 82 |
|
|
2024
Q4 | $255K | Buy |
3,146
+25
| +0.8% | +$2.03K | 0.09% | 81 |
|
|
2024
Q3 | $277K | Buy |
3,121
+17
| +0.5% | +$1.51K | 0.1% | 83 |
|
|
2024
Q2 | $239K | Buy |
3,104
+16
| +0.5% | +$1.23K | 0.1% | 87 |
|
|
2024
Q1 | $223K | Buy |
3,088
+14
| +0.5% | +$1.01K | 0.09% | 87 |
|
|
2023
Q4 | $226K | Buy |
3,074
+61
| +2% | +$4.49K | 0.11% | 130 |
|
|
2023
Q3 | $221K | Hold |
3,013
| – | – | 0.18% | 83 |
|
|
2023
Q2 | $221K | Sell |
3,013
-3,519
| -54% | -$258K | 0.18% | 83 |
|
|
2023
Q1 | $461K | Buy |
6,532
+35
| +0.5% | +$2.47K | 0.32% | 60 |
|
|
2022
Q4 | $444K | Buy |
6,497
+70
| +1% | +$4.78K | 0.22% | 60 |
|
|
2022
Q3 | $462K | Buy |
6,427
+74
| +1% | +$5.32K | 0.18% | 65 |
|
|
2022
Q2 | $508K | Sell |
6,353
-6,286
| -50% | -$503K | 0.33% | 53 |
|
|
2022
Q1 | $1.21M | Buy |
12,639
+39
| +0.3% | +$3.74K | 0.68% | 34 |
|
|
2021
Q4 | $1.24M | Buy |
+12,600
| New | +$1.24M | 0.68% | 27 |
|