Bellwether 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Hold |
31
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $2.68K | Hold |
31
| – | – | ﹤0.01% | 419 |
|
|
2024
Q4 | $2.51K | Buy |
+31
| New | +$2.51K | ﹤0.01% | 431 |
|
|
2023
Q2 | – | Sell |
-31
| Closed | -$2.19K | – | 367 |
|
|
2023
Q1 | $2.19K | Hold |
31
| – | – | ﹤0.01% | 339 |
|
|
2022
Q4 | $2.12K | Hold |
31
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 468 |
|
|
2021
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 377 |
|
|
2021
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 347 |
|