Carson Wealth (CWM LLC)’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50K | Buy |
2,346
+6
| +0.3% | +$128 | ﹤0.01% | 3281 |
|
|
2025
Q1 | $53K | Buy |
2,340
+226
| +11% | +$5.12K | ﹤0.01% | 2938 |
|
|
2024
Q4 | $45K | Sell |
2,114
-530
| -20% | -$11.3K | ﹤0.01% | 2881 |
|
|
2024
Q3 | $63K | Sell |
2,644
-1,017
| -28% | -$24.2K | ﹤0.01% | 2525 |
|
|
2024
Q2 | $81K | Buy |
3,661
+6
| +0.2% | +$133 | ﹤0.01% | 2120 |
|
|
2024
Q1 | $85K | Buy |
3,655
+26
| +0.7% | +$605 | ﹤0.01% | 1971 |
|
|
2023
Q4 | $86K | Sell |
3,629
-404
| -10% | -$9.57K | ﹤0.01% | 1845 |
|
|
2023
Q3 | $90K | Buy |
4,033
+172
| +4% | +$3.84K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $91K | Buy |
3,861
+414
| +12% | +$9.76K | ﹤0.01% | 1615 |
|
|
2023
Q1 | $75K | Buy |
3,447
+2,972
| +626% | +$64.7K | ﹤0.01% | 1642 |
|
|
2022
Q4 | $11K | Hold |
475
| – | – | ﹤0.01% | 2762 |
|
|
2022
Q3 | $10K | Hold |
475
| – | – | ﹤0.01% | 2693 |
|
|
2022
Q2 | $13K | Hold |
475
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q1 | $16K | Hold |
475
| – | – | ﹤0.01% | 2223 |
|
|
2021
Q4 | $16K | Buy |
+475
| New | +$16K | ﹤0.01% | 2115 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$4K | – | 3180 |
|
|
2018
Q4 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 1599 |
|