Financial Partners Group (Kansas)’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 |
-6,762
| Closed | -$649K | – | 162 |
|
|
2022
Q1 | $649K | Buy |
6,762
+17
| +0.3% | +$1.63K | 0.14% | 82 |
|
|
2021
Q4 | $626K | Buy |
6,745
+38
| +0.6% | +$3.53K | 0.14% | 84 |
|
|
2021
Q3 | $574K | Sell |
6,707
-204
| -3% | -$17.5K | 0.14% | 84 |
|
|
2021
Q2 | $576K | Sell |
6,911
-207
| -3% | -$17.3K | 0.15% | 78 |
|
|
2021
Q1 | $527K | Buy |
7,118
+426
| +6% | +$31.5K | 0.15% | 76 |
|
|
2020
Q4 | $457K | Sell |
6,692
-23
| -0.3% | -$1.57K | 0.14% | 73 |
|
|
2020
Q3 | $409K | Buy |
6,715
+336
| +5% | +$20.5K | 0.14% | 67 |
|
|
2020
Q2 | $383K | Buy |
6,379
+1,073
| +20% | +$64.4K | 0.15% | 66 |
|
|
2020
Q1 | $271K | Buy |
5,306
+1,529
| +40% | +$78.1K | 0.17% | 53 |
|
|
2019
Q4 | $297K | Buy |
+3,777
| New | +$297K | 0.12% | 61 |
|