CWG
Cornerstone Wealth Group’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-492,554
| Closed | -$11.2M | – | 153 |
|
|
2022
Q4 | $11.2M | Buy |
+492,554
| New | +$11.2M | 2.11% | 11 |
|
|
2020
Q1 | – | Sell |
-83,755
| Closed | -$3.73M | – | 148 |
|
|
2019
Q4 | $3.73M | Sell |
83,755
-32,929
| -28% | -$1.47M | 1.01% | 26 |
|
|
2019
Q3 | $4.92M | Buy |
+116,684
| New | +$4.92M | 1.23% | 20 |
|