Heritage Wealth Management (Arizona)’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 Q4	$23.2K	Buy	340 +170	+100%	+$11.6K	﹤0.01%	640
2022 Q3	$12K	Hold	170	–	–	﹤0.01%	623
2022 Q2	$13.6K	Hold	170	–	–	﹤0.01%	616
2022 Q1	$16K	Buy	+170	New	+$16K	﹤0.01%	636