Boston Financial Management’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
2024
Q4
$2.08M Hold
25,700
0.06% 144
2024
Q3
$2.28M Hold
25,700
0.07% 142
2024
Q2
$1.98M Hold
25,700
0.06% 145
2024
Q1
$1.85M Hold
25,700
0.06% 148
2023
Q4
$1.89M Hold
25,700
0.06% 143
2023
Q3
$1.69M Hold
25,700
0.06% 142
2023
Q2
$1.88M Hold
25,700
0.07% 146
2023
Q1
$1.81M Sell
25,700
-6
-0% -$424 0.07% 145
2022
Q4
$1.76M Buy
25,706
+6
+0% +$410 0.07% 141
2022
Q3
$1.85M Hold
25,700
0.08% 135
2022
Q2
$2.06M Hold
25,700
0.09% 118
2022
Q1
$2.47M Hold
25,700
0.09% 118
2021
Q4
$2.53M Hold
25,700
0.09% 104
2021
Q3
$2.2M Hold
25,700
0.09% 101
2021
Q2
$2.14M Hold
25,700
0.09% 102
2021
Q1
$1.9M Hold
25,700
0.08% 102
2020
Q4
$1.74M Hold
25,700
0.08% 110
2020
Q3
$1.57M Hold
25,700
0.08% 106
2020
Q2
$1.54M Hold
25,700
0.08% 103
2020
Q1
$1.42M Buy
+25,700
New +$1.42M 0.09% 106