DeDora Capital’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-160
| Closed | -$15K | – | 320 |
|
2022
Q1 | $15K | Buy |
+160
| New | +$15K | 0.01% | 266 |
|
2020
Q1 | – | Sell |
-77
| Closed | -$6K | – | 113 |
|
2019
Q4 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 115 |
|
2018
Q4 | – | Sell |
-4,697
| Closed | -$295K | – | 86 |
|
2018
Q3 | $295K | Buy |
4,697
+199
| +4% | +$12.5K | 0.22% | 71 |
|
2018
Q2 | $284K | Sell |
4,498
-1,129
| -20% | -$71.3K | 0.22% | 77 |
|
2018
Q1 | $324K | Buy |
5,627
+1,465
| +35% | +$84.4K | 0.26% | 73 |
|
2017
Q4 | $259K | Buy |
+4,162
| New | +$259K | 0.21% | 74 |
|