Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,350
| Closed | -$30.2K | – | 1544 |
|
|
2023
Q3 | $30.2K | Hold |
1,350
| – | – | ﹤0.01% | 994 |
|
|
2023
Q2 | $31.9K | Sell |
1,350
-1,000
| -43% | -$23.6K | ﹤0.01% | 925 |
|
|
2023
Q1 | $51.3K | Hold |
2,350
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $53.3K | Buy |
+2,350
| New | +$53.3K | ﹤0.01% | 727 |
|
|
2020
Q4 | – | Sell |
-1,350
| Closed | -$35K | – | 742 |
|
|
2020
Q3 | $35K | Buy |
+1,350
| New | +$35K | 0.01% | 550 |
|