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Darwin Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Darwin Wealth Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-500
Closed -$9K – 622
2020
Q1 		$9K Buy
+500
New +$20.1K ﹤0.01% 495

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Bank of America
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FAM
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UBS Group
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Mackenzie Financial
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ECM
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Darwin Wealth Management's REM Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2020, closing a stake of 500 shares — an estimated $9K sold.

Darwin Wealth Management first reported a position in REM in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 140 funds tracked by Wall St. Rank hold REM as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 500 iShares Mortgage Real Estate ETF shares in Q2 2020, an estimated $9K.
  • Darwin Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares Mortgage Real Estate ETF position peaked at $9K in Q1 2020.
  • 140 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.