Global Wealth Management Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-41
| Closed | -$3K | – | 393 |
|
2022
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 392 |
|
2022
Q1 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 379 |
|
2021
Q3 | – | Sell |
-80
| Closed | -$7K | – | 489 |
|
2021
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 322 |
|
2021
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 346 |
|
2020
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 336 |
|
2020
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 335 |
|
2020
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 432 |
|
2020
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 441 |
|
2019
Q4 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 419 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 710 |
|