Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $671K | Sell |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $738K | Buy |
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|
2022
Q2 | $784K | Hold |
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|
2022
Q1 | $940K | Buy |
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|
2021
Q4 | $495K | Buy |
|