HCR Wealth Advisors’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
2022 Q2	–	Sell	-61,560	Closed	-$2.01M	–	196
2022 Q1	$2.01M	Sell	61,560 -517	-0.8%	-$16.9K	0.33%	65
2021 Q4	$2.14M	Sell	62,077 -94	-0.2%	-$3.24K	0.33%	68
2021 Q3	$2.25M	Buy	+62,171	New	+$2.25M	0.38%	64