Financial Gravity Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 694 |
|
2020
Q1 | $0 | Sell |
8
-597
| -99% | – | ﹤0.01% | 1322 |
|
2019
Q4 | $76K | Sell |
605
-7,303
| -92% | -$917K | 0.05% | 443 |
|
2019
Q3 | $628K | Sell |
7,908
-5,653
| -42% | -$449K | 0.54% | 41 |
|
2019
Q2 | $989K | Sell |
13,561
-5,607
| -29% | -$409K | 0.81% | 31 |
|
2019
Q1 | $1.35M | Buy |
+19,168
| New | +$1.35M | 1.09% | 23 |
|