Caldwell Sutter Capital’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 |
-11
| Closed | -$951 | – | 891 |
|
|
2025
Q1 | $951 | Hold |
11
| – | – | ﹤0.01% | 802 |
|
|
2024
Q4 | $891 | Hold |
11
| – | – | ﹤0.01% | 821 |
|
|
2024
Q3 | $977 | Hold |
11
| – | – | ﹤0.01% | 817 |
|
|
2024
Q2 | $847 | Hold |
11
| – | – | ﹤0.01% | 834 |
|
|
2024
Q1 | $793 | Hold |
11
| – | – | ﹤0.01% | 835 |
|
|
2023
Q4 | $809 | Buy |
11
+2
| +22% | +$147 | ﹤0.01% | 848 |
|
|
2023
Q3 | $594 | Buy |
+9
| New | +$594 | ﹤0.01% | 827 |
|