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Carroll Financial Associates’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Carroll Financial Associates’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3
Closed – – 1641
2020
Q2 		$0 Sell
3
-1,416
-100% -$83.2K ﹤0.01% 1659
2020
Q1 		$78K Buy
+1,419
New +$102K 0.01% 471

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Carroll Financial Associates's REZ Position: Q3 2020 in Review

Carroll Financial Associates sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2020, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in REZ in Q1 2020 and held it in 2 quarters. The position peaked at $78K in Q1 2020. 86 funds tracked by Wall St. Rank hold REZ as of Q3 2020.

  • Carroll Financial Associates reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 3 iShares Residential and Multisector Real Estate ETF shares in Q3 2020.
  • Carroll Financial Associates first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Carroll Financial Associates's iShares Residential and Multisector Real Estate ETF position peaked at $78K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.