EverSource Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$4.27K | – | 4161 |
|
|
2024
Q4 | $4.27K | Hold |
200
| – | – | ﹤0.01% | 2422 |
|
|
2024
Q3 | $4.75K | Hold |
200
| – | – | ﹤0.01% | 2247 |
|
|
2024
Q2 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 2239 |
|
|
2024
Q1 | $4.37K | Hold |
200
| – | – | ﹤0.01% | 2105 |
|
|
2023
Q4 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 1884 |
|
|
2023
Q3 | $4.47K | Hold |
200
| – | – | ﹤0.01% | 1744 |
|
|
2023
Q2 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 1749 |
|
|
2023
Q1 | $4.37K | Buy |
+200
| New | +$4.37K | ﹤0.01% | 1686 |
|