D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-500
| Closed | -$23K | – | 1791 |
|
|
2017
Q2 | $23K | Sell |
500
-750
| -60% | -$34.5K | ﹤0.01% | 1782 |
|
|
2017
Q1 | $56K | Hold |
1,250
| – | – | ﹤0.01% | 1481 |
|
|
2016
Q4 | $52K | Buy |
1,250
+1,000
| +400% | +$41.6K | ﹤0.01% | 1578 |
|
|
2016
Q3 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 2051 |
|
|
2013
Q3 | – | Sell |
-6,243
| Closed | -$316K | – | 1774 |
|
|
2013
Q2 | $316K | Buy |
+6,243
| New | +$316K | 0.02% | 562 |
|