Copperwynd Financial’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 | – | Sell |
-113,510
| Closed | -$2.55M | – | 165 |
|
|
2025
Q1 | $2.55M | Buy |
+113,510
| New | +$2.55M | 0.7% | 30 |
|
|
2024
Q1 | – | Sell |
-80,310
| Closed | -$1.89M | – | 149 |
|
|
2023
Q4 | $1.89M | Buy |
+80,310
| New | +$1.89M | 0.75% | 23 |
|
|
2021
Q3 | – | Sell |
-41,986
| Closed | -$1.56M | – | 124 |
|
|
2021
Q2 | $1.56M | Buy |
41,986
+1,341
| +3% | +$49.8K | 0.66% | 24 |
|
|
2021
Q1 | $1.43M | Sell |
40,645
-3,916
| -9% | -$138K | 0.64% | 24 |
|
|
2020
Q4 | $1.42M | Buy |
+44,561
| New | +$1.42M | 0.69% | 24 |
|