Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,016
| Closed | -$223K | – | 265 |
|
|
2019
Q4 | $223K | Buy |
5,016
+16
| +0.3% | +$711 | 0.06% | 227 |
|
|
2019
Q3 | $211K | Sell |
5,000
-120
| -2% | -$5.06K | 0.06% | 230 |
|
|
2019
Q2 | $216K | Hold |
5,120
| – | – | 0.06% | 237 |
|
|
2019
Q1 | $222K | Hold |
5,120
| – | – | 0.07% | 225 |
|
|
2018
Q4 | $204K | Hold |
5,120
| – | – | 0.08% | 197 |
|
|
2018
Q3 | $223K | Hold |
5,120
| – | – | 0.08% | 196 |
|
|
2018
Q2 | $222K | Sell |
5,120
-646
| -11% | -$28K | 0.08% | 200 |
|
|
2018
Q1 | $245K | Buy |
5,766
+80
| +1% | +$3.4K | 0.1% | 158 |
|
|
2017
Q4 | $257K | Buy |
+5,686
| New | +$257K | 0.11% | 163 |
|