Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-278
| Closed | -$6.46K | – | 576 |
|
|
2024
Q1 | $6.46K | Sell |
278
-80
| -22% | -$1.86K | ﹤0.01% | 504 |
|
|
2023
Q4 | $8.45K | Sell |
358
-225
| -39% | -$5.31K | ﹤0.01% | 440 |
|
|
2023
Q3 | $13K | Hold |
583
| – | – | 0.01% | 402 |
|
|
2023
Q2 | $13.8K | Hold |
583
| – | – | 0.01% | 436 |
|
|
2023
Q1 | $12.7K | Hold |
583
| – | – | 0.01% | 390 |
|
|
2022
Q4 | $13.2K | Hold |
583
| – | – | 0.01% | 410 |
|
|
2022
Q3 | $12K | Hold |
583
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $16K | Hold |
583
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $19K | Hold |
583
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $20K | Hold |
583
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $21K | Hold |
583
| – | – | 0.01% | 372 |
|
|
2021
Q2 | $21K | Hold |
583
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $21K | Sell |
583
-530
| -48% | -$19.1K | 0.01% | 377 |
|
|
2020
Q4 | $36K | Hold |
1,113
| – | – | 0.02% | 314 |
|
|
2020
Q3 | $30K | Buy |
+1,113
| New | +$30K | 0.02% | 477 |
|