CA
Continuum Advisory’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-76,809
| Closed | -$1.81M | – | 1707 |
|
|
2023
Q4 | $1.81M | Sell |
76,809
-61,611
| -45% | -$1.45M | 0.26% | 106 |
|
|
2023
Q3 | $3.09M | Sell |
138,420
-2,272
| -2% | -$50.8K | 0.5% | 44 |
|
|
2023
Q2 | $3.32M | Buy |
140,692
+3,903
| +3% | +$92.1K | 0.53% | 36 |
|
|
2023
Q1 | $2.99M | Buy |
136,789
+3,076
| +2% | +$67.2K | 0.51% | 42 |
|
|
2022
Q4 | $3.03M | Buy |
133,713
+114,488
| +596% | +$2.6M | 0.55% | 43 |
|
|
2022
Q3 | $403K | Buy |
+19,225
| New | +$403K | 0.07% | 276 |
|