Integrated Wealth Counsel’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $562K | Sell |
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|
2016
Q3 | $579K | Sell |
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|
2016
Q2 | $629K | Sell |
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|
2016
Q1 | $635K | Sell |
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|
2015
Q4 | $845K | Sell |
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|
2015
Q3 | $1M | Sell |
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|
2015
Q2 | $1.45M | Sell |
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|
2015
Q1 | $2.29M | Sell |
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|
2014
Q4 | $2.51M | Sell |
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|
2014
Q3 | $2.97M | Sell |
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|
2014
Q2 | $4.22M | Buy |
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|
2014
Q1 | $1M | Buy |
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|
2013
Q4 | $802K | Buy |
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|
2013
Q3 | $157K | Buy |
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