ICA Group Wealth Management’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
Q2 | – | Sell |
-30
| Closed | -$2.16K | – | 1205 |
|
2024
Q1 | $2.16K | Hold |
30
| – | – | ﹤0.01% | 1170 |
|
2023
Q4 | $2.21K | Buy |
+30
| New | +$2.21K | ﹤0.01% | 1167 |
|
2023
Q3 | – | Sell |
-60
| Closed | -$4.4K | – | 991 |
|
2023
Q2 | $4.4K | Hold |
60
| – | – | ﹤0.01% | 996 |
|
2023
Q1 | $4.24K | Hold |
60
| – | – | ﹤0.01% | 979 |
|
2022
Q4 | $4.1K | Buy |
+60
| New | +$4.1K | ﹤0.01% | 1010 |
|