Buckingham Strategic Wealth’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
Q2 | $671K | Sell |
8,718
-54
| -0.6% | -$4.16K | 0.01% | 411 |
|
|
2024
Q1 | $632K | Sell |
8,772
-298
| -3% | -$21.5K | 0.01% | 414 |
|
|
2023
Q4 | $667K | Sell |
9,070
-924
| -9% | -$67.9K | 0.01% | 389 |
|
|
2023
Q3 | $659K | Buy |
9,994
+30
| +0.3% | +$1.98K | 0.01% | 361 |
|
|
2023
Q2 | $730K | Buy |
9,964
+1,431
| +17% | +$105K | 0.01% | 344 |
|
|
2023
Q1 | $583K | Hold |
8,533
| – | – | 0.01% | 348 |
|
|
2022
Q4 | $583K | Sell |
8,533
-1,748
| -17% | -$119K | 0.01% | 350 |
|
|
2022
Q3 | $738K | Buy |
10,281
+477
| +5% | +$34.2K | 0.02% | 295 |
|
|
2022
Q2 | $784K | Hold |
9,804
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $940K | Buy |
9,804
+4,761
| +94% | +$456K | 0.02% | 264 |
|
|
2021
Q4 | $495K | Buy |
+5,043
| New | +$495K | 0.01% | 371 |
|