Castleview Partners’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 | $346K | Buy |
4,201
+1,107
| +36% | +$91.2K | 0.22% | 112 |
|
|
2025
Q1 | $267K | Buy |
3,094
+392
| +15% | +$33.9K | 0.18% | 140 |
|
|
2024
Q4 | $217K | Buy |
2,702
+39
| +1% | +$3.13K | 0.12% | 179 |
|
|
2024
Q3 | $237K | Sell |
2,663
-2,794
| -51% | -$248K | 0.14% | 158 |
|
|
2024
Q2 | $420K | Buy |
5,457
+4,164
| +322% | +$321K | 0.24% | 99 |
|
|
2024
Q1 | $93.2K | Buy |
+1,293
| New | +$93.2K | 0.05% | 263 |
|