Evolution Wealth Advisors’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
-39,606
Closed -$3.8M 127
2022
Q1
$3.8M Buy
39,606
+1,478
+4% +$142K 0.78% 28
2021
Q4
$3.75K Buy
38,128
+2,658
+7% +$261 0.57% 31
2021
Q3
$3.04M Buy
35,470
+1,300
+4% +$111K 0.65% 28
2021
Q2
$2.85M Buy
+34,170
New +$2.85M 0.58% 36