GPS Wealth Strategies Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-54
| Closed | -$3.97K | – | 1289 |
|
|
2023
Q4 | $3.97K | Hold |
54
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q3 | $3.56K | Sell |
54
-658
| -92% | -$43.4K | ﹤0.01% | 1034 |
|
|
2023
Q2 | $52.2K | Sell |
712
-932
| -57% | -$68.3K | 0.01% | 490 |
|
|
2023
Q1 | $116K | Buy |
+1,644
| New | +$116K | 0.02% | 322 |
|
|
2022
Q4 | – | Sell |
-1,699
| Closed | -$122K | – | 870 |
|
|
2022
Q3 | $122K | Hold |
1,699
| – | – | 0.03% | 271 |
|
|
2022
Q2 | $136K | Hold |
1,699
| – | – | 0.03% | 262 |
|
|
2022
Q1 | $163K | Hold |
1,699
| – | – | 0.04% | 237 |
|
|
2021
Q4 | $167K | Buy |
1,699
+875
| +106% | +$86K | 0.04% | 230 |
|
|
2021
Q3 | $71K | Buy |
824
+589
| +251% | +$50.8K | 0.02% | 333 |
|
|
2021
Q2 | $20K | Buy |
+235
| New | +$20K | 0.01% | 583 |
|