Carson Wealth (CWM LLC)’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $43K | Sell |
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|
2025
Q2 | $50K | Buy |
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|
2025
Q1 | $53K | Buy |
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|
2024
Q4 | $45K | Sell |
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|
2024
Q3 | $63K | Sell |
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|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $85K | Buy |
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|
2023
Q4 | $86K | Sell |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $91K | Buy |
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|
2023
Q1 | $75K | Buy |
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|
2022
Q4 | $11K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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