Global Wealth Management Investment Advisory’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
Q3 | – | Sell |
-150
| Closed | -$6K | – | 488 |
|
|
2021
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 333 |
|
|
2021
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 335 |
|
|
2020
Q3 | $4K | Sell |
150
-247
| -62% | -$6.59K | ﹤0.01% | 348 |
|
|
2020
Q2 | $10K | Hold |
397
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $7K | Buy |
397
+247
| +165% | +$4.36K | ﹤0.01% | 385 |
|
|
2019
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 401 |
|
|
2019
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 385 |
|
|
2019
Q2 | – | Sell |
-231
| Closed | -$10K | – | 767 |
|
|
2019
Q1 | $10K | Hold |
231
| – | – | 0.01% | 386 |
|
|
2018
Q4 | $9K | Buy |
+231
| New | +$9K | 0.01% | 408 |
|