FormulaFolio Investments’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
Q2 | $346K | Hold |
9,320
| – | – | 0.12% | 70 |
|
|
2021
Q1 | $334K | Buy |
+9,320
| New | +$334K | 0.11% | 71 |
|
|
2020
Q2 | – | Sell |
-155,443
| Closed | -$2.91M | – | 321 |
|
|
2020
Q1 | $2.91M | Buy |
155,443
+59,275
| +62% | +$1.11M | 0.16% | 67 |
|
|
2019
Q4 | $4.28M | Buy |
96,168
+44,200
| +85% | +$1.97M | 0.15% | 79 |
|
|
2019
Q3 | $2.19M | Buy |
+51,968
| New | +$2.19M | 0.08% | 103 |
|