Evergreen Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
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|
2025
Q1 | $6.81M | Buy |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $881K | Sell |
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $874K | Sell |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.2M | Sell |
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|
2022
Q4 | $3.34M | Sell |
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|
2022
Q3 | $7.48M | Buy |
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|
2022
Q2 | $9.37M | Buy |
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|
2022
Q1 | $10.1M | Buy |
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|
2021
Q4 | $7.1M | Sell |
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|
2021
Q3 | $8.56M | Buy |
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|
2021
Q2 | $8.48M | Sell |
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|
2021
Q1 | $9.04M | Sell |
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|
2020
Q4 | $9.17M | Buy |
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|
2020
Q3 | $7.33M | Buy |
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|
2020
Q2 | $6.83M | Sell |
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|
2020
Q1 | $10.5M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $146K | Hold |
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|
2016
Q2 | $143K | Sell |
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|
2016
Q1 | $145K | Hold |
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|
2015
Q4 | $144K | Hold |
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|
2015
Q3 | $149K | Sell |
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|
2015
Q2 | $170K | Sell |
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|
2015
Q1 | $229K | Sell |
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|
2014
Q4 | $253K | Hold |
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|
2014
Q3 | $253K | Sell |
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|
2014
Q2 | $3.04M | Sell |
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|
2014
Q1 | $2.97M | Buy |
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|
2013
Q4 | $2.76M | Buy |
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|
2013
Q3 | $2.79M | Sell |
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|
2013
Q2 | $2.95M | Buy |
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