Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-994
| Closed | -$67.9K | – | 532 |
|
|
2022
Q4 | $67.9K | Hold |
994
| – | – | 0.01% | 257 |
|
|
2022
Q3 | $71K | Hold |
994
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $80K | Hold |
994
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $95K | Hold |
994
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $98K | Hold |
994
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $85K | Buy |
+994
| New | +$85K | 0.02% | 223 |
|
|
2021
Q2 | – | Sell |
-994
| Closed | -$74K | – | 428 |
|
|
2021
Q1 | $74K | Hold |
994
| – | – | 0.02% | 230 |
|
|
2020
Q4 | $67K | Buy |
+994
| New | +$67K | 0.01% | 263 |
|