Douglass Winthrop Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,362
| Closed | -$226K | – | 266 |
|
|
2019
Q3 | $226K | Hold |
5,362
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $226K | Hold |
5,362
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $232K | Hold |
5,362
| – | – | 0.01% | 220 |
|
|
2018
Q4 | $214K | Hold |
5,362
| – | – | 0.01% | 232 |
|
|
2018
Q3 | $234K | Hold |
5,362
| – | – | 0.01% | 234 |
|
|
2018
Q2 | $233K | Hold |
5,362
| – | – | 0.01% | 263 |
|
|
2018
Q1 | $228K | Buy |
+5,362
| New | +$228K | 0.01% | 253 |
|