HWM
Howard Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,094
| Closed | -$231K | – | 112 |
|
|
2022
Q1 | $231K | Sell |
7,094
-77
| -1% | -$2.51K | 0.13% | 118 |
|
|
2021
Q4 | $247K | Sell |
7,171
-324
| -4% | -$11.2K | 0.13% | 114 |
|
|
2021
Q3 | $271K | Sell |
7,495
-250
| -3% | -$9.04K | 0.15% | 106 |
|
|
2021
Q2 | $287K | Sell |
7,745
-440
| -5% | -$16.3K | 0.16% | 107 |
|
|
2021
Q1 | $288K | Sell |
8,185
-809
| -9% | -$28.5K | 0.17% | 101 |
|
|
2020
Q4 | $286K | Sell |
8,994
-880
| -9% | -$28K | 0.18% | 102 |
|
|
2020
Q3 | $254K | Sell |
9,874
-488
| -5% | -$12.6K | 0.18% | 104 |
|
|
2020
Q2 | $257K | Sell |
10,362
-277
| -3% | -$6.87K | 0.21% | 96 |
|
|
2020
Q1 | $198K | Sell |
10,639
-135
| -1% | -$2.51K | 0.21% | 94 |
|
|
2019
Q4 | $479K | Buy |
+10,774
| New | +$479K | 0.4% | 61 |
|