Family Management’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
2021
Q3
Sell
-16,533
Closed -$614K 193
2021
Q2
$614K Sell
16,533
-2,260
-12% -$83.9K 0.16% 95
2021
Q1
$663K Sell
18,793
-16,595
-47% -$585K 0.21% 77
2020
Q4
$1.13M Buy
+35,388
New +$1.13M 0.39% 58