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Concord Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Concord Wealth Partners’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$66 – 1009
2024
Q2 		$66 Buy
+3
New +$67 ﹤0.01% 816

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Concord Wealth Partners's REM Position: Q3 2024 in Review

Concord Wealth Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2024, closing a stake of 3 shares — an estimated $66 sold.

Concord Wealth Partners first reported a position in REM in Q2 2024 and held it in 1 quarter. The position peaked at $66 in Q2 2024. 128 funds tracked by Wall St. Rank hold REM as of Q3 2024.

  • Concord Wealth Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 3 iShares Mortgage Real Estate ETF shares in Q3 2024, an estimated $66.
  • Concord Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $66 in Q2 2024.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.