Independent Advisor Alliance’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
Q1 | – | Sell |
-9,629
| Closed | -$332K | – | 724 |
|
|
2021
Q4 | $332K | Buy |
9,629
+2,025
| +27% | +$69.8K | 0.02% | 493 |
|
|
2021
Q3 | $275K | Buy |
7,604
+466
| +7% | +$16.9K | 0.02% | 509 |
|
|
2021
Q2 | $265K | Sell |
7,138
-966
| -12% | -$35.9K | 0.01% | 530 |
|
|
2021
Q1 | $286K | Buy |
8,104
+109
| +1% | +$3.85K | 0.02% | 494 |
|
|
2020
Q4 | $255K | Buy |
+7,995
| New | +$255K | 0.02% | 463 |
|
|
2020
Q1 | – | Sell |
-63,518
| Closed | -$2.83M | – | 743 |
|
|
2019
Q4 | $2.83M | Buy |
+63,518
| New | +$2.83M | 0.12% | 179 |
|