Carson Wealth (CWM LLC)’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 | $2K | Buy |
19
+5
| +36% | +$526 | ﹤0.01% | 4916 |
|
|
2025
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 4967 |
|
|
2024
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 4780 |
|
|
2024
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 4684 |
|
|
2024
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4463 |
|
|
2024
Q1 | $1K | Sell |
14
-3,138
| -100% | -$224K | ﹤0.01% | 4196 |
|
|
2023
Q4 | $232K | Buy |
3,152
+3,138
| +22,414% | +$231K | ﹤0.01% | 1349 |
|
|
2023
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 4054 |
|
|
2023
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4033 |
|
|
2023
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 3897 |
|
|
2022
Q4 | $1K | Sell |
14
-143
| -91% | -$10.2K | ﹤0.01% | 3812 |
|
|
2022
Q3 | $11K | Sell |
157
-186
| -54% | -$13K | ﹤0.01% | 2634 |
|
|
2022
Q2 | $27K | Buy |
343
+243
| +243% | +$19.1K | ﹤0.01% | 1948 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 2486 |
|
|
2021
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 2354 |
|
|
2021
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2021
Q1 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q4 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q3 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q1 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q4 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q3 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q2 | $9K | Hold |
113
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q1 | $9K | Buy |
+113
| New | +$9K | ﹤0.01% | 2149 |
|