First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,647
| Closed | -$767K | – | 304 |
|
|
2019
Q3 | $767K | Buy |
9,647
+2,772
| +40% | +$220K | 0.16% | 124 |
|
|
2019
Q2 | $501K | Buy |
+6,875
| New | +$501K | 0.12% | 152 |
|
|
2017
Q4 | – | Sell |
-6,891
| Closed | -$438K | – | 317 |
|
|
2017
Q3 | $438K | Buy |
+6,891
| New | +$438K | 0.11% | 232 |
|
|
2013
Q3 | – | Sell |
-46,482
| Closed | -$2.38M | – | 336 |
|
|
2013
Q2 | $2.38M | Buy |
+46,482
| New | +$2.38M | 1.38% | 16 |
|