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Gupta Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Gupta Wealth Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-125
Closed -$6K – 1308
2015
Q1 		$6K Buy
+125
New +$5.87K ﹤0.01% 864

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Bank of America
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CIA
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GI
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Gupta Wealth Management's REM Position: Q2 2015 in Review

Gupta Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2015, closing a stake of 125 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in REM in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 115 funds tracked by Wall St. Rank hold REM as of Q2 2015.

  • Gupta Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 125 iShares Mortgage Real Estate ETF shares in Q2 2015, an estimated $6K.
  • Gupta Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Mortgage Real Estate ETF position peaked at $6K in Q1 2015.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.