Courage Miller Partners’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
Q2 | $526K | Hold |
6,383
| – | – | 0.17% | 54 |
|
|
2025
Q1 | $552K | Sell |
6,383
-16
| -0.3% | -$1.38K | 0.19% | 49 |
|
|
2024
Q4 | $518K | Sell |
6,399
-5
| -0.1% | -$405 | 0.18% | 57 |
|
|
2024
Q3 | $569K | Sell |
6,404
-726
| -10% | -$64.5K | 0.19% | 50 |
|
|
2024
Q2 | $549K | Sell |
7,130
-458
| -6% | -$35.3K | 0.2% | 52 |
|
|
2024
Q1 | $547K | Sell |
7,588
-6
| -0.1% | -$432 | 0.19% | 53 |
|
|
2023
Q4 | $558K | Sell |
7,594
-1,450
| -16% | -$107K | 0.21% | 49 |
|
|
2023
Q3 | $596K | Sell |
9,044
-200
| -2% | -$13.2K | 0.24% | 46 |
|
|
2023
Q2 | $677K | Hold |
9,244
| – | – | 0.28% | 46 |
|
|
2023
Q1 | $653K | Sell |
9,244
-931
| -9% | -$65.7K | 0.28% | 45 |
|
|
2022
Q4 | $695K | Sell |
10,175
-507
| -5% | -$34.6K | 0.32% | 41 |
|
|
2022
Q3 | $767K | Sell |
10,682
-191
| -2% | -$13.7K | 0.39% | 35 |
|
|
2022
Q2 | $870K | Sell |
10,873
-11
| -0.1% | -$880 | 0.41% | 32 |
|
|
2022
Q1 | $1.04M | Sell |
10,884
-16
| -0.1% | -$1.54K | 0.41% | 33 |
|
|
2021
Q4 | $1.07M | Sell |
10,900
-271
| -2% | -$26.6K | 0.41% | 36 |
|
|
2021
Q3 | $956K | Sell |
11,171
-4,657
| -29% | -$399K | 0.38% | 38 |
|
|
2021
Q2 | $1.32M | Sell |
15,828
-505
| -3% | -$42.1K | 0.54% | 33 |
|
|
2021
Q1 | $1.21M | Sell |
16,333
-282
| -2% | -$20.9K | 0.53% | 33 |
|
|
2020
Q4 | $1.13M | Sell |
16,615
-322
| -2% | -$21.8K | 0.52% | 34 |
|
|
2020
Q3 | $1.02M | Hold |
16,937
| – | – | 0.55% | 33 |
|
|
2020
Q2 | $1.02M | Sell |
16,937
-253
| -1% | -$15.2K | 0.55% | 33 |
|
|
2020
Q1 | $948K | Sell |
17,190
-1,055
| -6% | -$58.2K | 0.58% | 27 |
|
|
2019
Q4 | $1.38M | Sell |
18,245
-364
| -2% | -$27.4K | 0.71% | 27 |
|
|
2019
Q3 | $1.48M | Sell |
18,609
-1,752
| -9% | -$139K | 0.82% | 25 |
|
|
2019
Q2 | $1.48M | Sell |
20,361
-474
| -2% | -$34.5K | 0.82% | 25 |
|
|
2019
Q1 | $1.47M | Sell |
20,835
-306
| -1% | -$21.6K | 0.83% | 29 |
|
|
2018
Q4 | $1.32M | Sell |
21,141
-62
| -0.3% | -$3.86K | 0.78% | 30 |
|
|
2018
Q3 | $1.33M | Sell |
21,203
-452
| -2% | -$28.4K | 0.77% | 34 |
|
|
2018
Q2 | $1.37M | Sell |
21,655
-69
| -0.3% | -$4.35K | 0.81% | 31 |
|
|
2018
Q1 | $1.25M | Sell |
21,724
-401
| -2% | -$23.1K | 0.76% | 33 |
|
|
2017
Q4 | $1.38M | Sell |
22,125
-329
| -1% | -$20.5K | 0.83% | 32 |
|
|
2017
Q3 | $1.43M | Sell |
22,454
-116
| -0.5% | -$7.38K | 0.89% | 34 |
|
|
2017
Q2 | $1.47M | Sell |
22,570
-365
| -2% | -$23.8K | 0.97% | 32 |
|
|
2017
Q1 | $1.45M | Sell |
22,935
-339
| -1% | -$21.4K | 1% | 32 |
|
|
2016
Q4 | $1.44M | Sell |
23,274
-584
| -2% | -$36.2K | 1.01% | 32 |
|
|
2016
Q3 | $1.56M | Sell |
23,858
-123
| -0.5% | -$8.06K | 1.08% | 30 |
|
|
2016
Q2 | $1.62M | Sell |
23,981
-13,558
| -36% | -$915K | 1.16% | 29 |
|
|
2016
Q1 | $2.48M | Sell |
37,539
-2,621
| -7% | -$173K | 1.73% | 20 |
|
|
2015
Q4 | $2.55M | Buy |
40,160
+1,268
| +3% | +$80.5K | 1.76% | 22 |
|
|
2015
Q3 | $2.31M | Buy |
38,892
+242
| +0.6% | +$14.3K | 1.72% | 23 |
|
|
2015
Q2 | $2.17M | Sell |
38,650
-195
| -0.5% | -$10.9K | 1.61% | 24 |
|
|
2015
Q1 | $2.41M | Sell |
38,845
-3,263
| -8% | -$203K | 1.81% | 23 |
|
|
2014
Q4 | $2.48M | Sell |
42,108
-959
| -2% | -$56.5K | 2.05% | 23 |
|
|
2014
Q3 | $2.2M | Buy |
43,067
+101
| +0.2% | +$5.16K | 1.71% | 27 |
|
|
2014
Q2 | $2.29M | Sell |
42,966
-904
| -2% | -$48.2K | 1.68% | 26 |
|
|
2014
Q1 | $2.2M | Sell |
43,870
-370
| -0.8% | -$18.5K | 1.73% | 24 |
|
|
2013
Q4 | $2M | Sell |
44,240
-3,537
| -7% | -$160K | 1.69% | 26 |
|
|
2013
Q3 | $2.29M | Sell |
47,777
-417
| -0.9% | -$20K | 1.88% | 22 |
|
|
2013
Q2 | $2.47M | Buy |
+48,194
| New | +$2.47M | 2.24% | 18 |
|