Interactive Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-118,712
| Closed | -$4.41M | – | 172 |
|
|
2021
Q2 | $4.41M | Sell |
118,712
-11,268
| -9% | -$418K | 1.79% | 22 |
|
|
2021
Q1 | $4.58M | Sell |
129,980
-22,435
| -15% | -$791K | 1.92% | 17 |
|
|
2020
Q4 | $4.86M | Buy |
+152,415
| New | +$4.86M | 2.21% | 14 |
|
|
2020
Q2 | – | Sell |
-145,813
| Closed | -$2.73M | – | 138 |
|
|
2020
Q1 | $2.73M | Buy |
145,813
+4,751
| +3% | +$88.9K | 2.41% | 12 |
|
|
2019
Q4 | $6.28M | Buy |
+141,062
| New | +$6.28M | 2.83% | 9 |
|
|
2017
Q4 | – | Sell |
-144,134
| Closed | -$6.75M | – | 112 |
|
|
2017
Q3 | $6.75M | Buy |
144,134
+7,737
| +6% | +$362K | 3.08% | 13 |
|
|
2017
Q2 | $6.33M | Sell |
136,397
-6,174
| -4% | -$286K | 2.98% | 13 |
|
|
2017
Q1 | $6.46M | Buy |
142,571
+1,952
| +1% | +$88.4K | 3.14% | 11 |
|
|
2016
Q4 | $5.91M | Buy |
140,619
+10,928
| +8% | +$460K | 2.98% | 13 |
|
|
2016
Q3 | $5.45M | Buy |
129,691
+10,179
| +9% | +$428K | 2.73% | 15 |
|
|
2016
Q2 | $4.91M | Buy |
+119,512
| New | +$4.91M | 2.58% | 14 |
|