Colonial Trust’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
Q1 | – | Sell |
-18
| Closed | -$1.43K | – | 1295 |
|
|
2024
Q4 | $1.43K | Hold |
18
| – | – | ﹤0.01% | 1239 |
|
|
2024
Q3 | $1.56K | Hold |
18
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q2 | $1.36K | Sell |
18
-13
| -42% | -$979 | ﹤0.01% | 959 |
|
|
2024
Q1 | $2.21K | Sell |
31
-30
| -49% | -$2.14K | ﹤0.01% | 924 |
|
|
2023
Q4 | $4.46K | Hold |
61
| – | – | ﹤0.01% | 808 |
|
|
2023
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 814 |
|
|
2023
Q2 | $4.44K | Hold |
61
| – | – | ﹤0.01% | 800 |
|
|
2023
Q1 | $4.28K | Sell |
61
-16
| -21% | -$1.12K | ﹤0.01% | 770 |
|
|
2022
Q4 | $5.24K | Buy |
+77
| New | +$5.24K | ﹤0.01% | 745 |
|