Founders Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$1.3K | – | 603 |
|
|
2025
Q1 | $1.3K | Hold |
15
| – | – | ﹤0.01% | 603 |
|
|
2024
Q4 | $1.22K | Hold |
15
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $1.33K | Hold |
15
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $1.16K | Hold |
15
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $1.1K | Hold |
15
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $989 | Hold |
15
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $1.1K | Hold |
15
| – | – | ﹤0.01% | 502 |
|
|
2023
Q1 | $1.06K | Hold |
15
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $1.03K | Hold |
15
| – | – | ﹤0.01% | 472 |
|
|
2022
Q3 | $1K | Sell |
15
-300
| -95% | -$20K | ﹤0.01% | 470 |
|
|
2022
Q2 | $25K | Buy |
315
+300
| +2,000% | +$23.8K | 0.01% | 391 |
|
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 437 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 460 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 412 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1311 |
|