Financial Insights’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
Q4 | – | Sell |
-3,140
| Closed | -$226K | – | 151 |
|
|
2022
Q3 | $226K | Sell |
3,140
-188
| -6% | -$13.5K | 0.15% | 112 |
|
|
2022
Q2 | $266K | Hold |
3,328
| – | – | 0.27% | 69 |
|
|
2022
Q1 | $319K | Sell |
3,328
-454
| -12% | -$43.5K | 0.29% | 58 |
|
|
2021
Q4 | $372K | Sell |
3,782
-685
| -15% | -$67.4K | 0.32% | 55 |
|
|
2021
Q3 | $382K | Buy |
4,467
+544
| +14% | +$46.5K | 0.35% | 52 |
|
|
2021
Q2 | $3.27M | Sell |
3,923
-290
| -7% | -$242K | 0.27% | 58 |
|
|
2021
Q1 | $312K | Buy |
4,213
+188
| +5% | +$13.9K | 0.23% | 60 |
|
|
2020
Q4 | $273K | Sell |
4,025
-189
| -4% | -$12.8K | 0.21% | 63 |
|
|
2020
Q3 | $257K | Sell |
4,214
-4,411
| -51% | -$269K | 0.22% | 61 |
|
|
2020
Q2 | $373 | Buy |
8,625
+2,913
| +51% | +$126 | 0.33% | 45 |
|
|
2020
Q1 | $315K | Buy |
5,712
+2,094
| +58% | +$115K | 0.33% | 46 |
|
|
2019
Q4 | $273K | Buy |
+3,618
| New | +$273K | 0.24% | 60 |
|