Cascade Financial Partners’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 | $373K | Hold |
17,450
| – | – | 0.04% | 182 |
|
|
2025
Q1 | $392K | Sell |
17,450
-1,800
| -9% | -$40.4K | 0.05% | 173 |
|
|
2024
Q4 | $411K | Buy |
19,250
+4,095
| +27% | +$87.4K | 0.05% | 155 |
|
|
2024
Q3 | $346K | Sell |
15,155
-1,041
| -6% | -$23.8K | 0.04% | 174 |
|
|
2024
Q2 | $359K | Hold |
16,196
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $352K | Buy |
+16,196
| New | +$352K | 0.05% | 165 |
|