Interactive Financial Advisors’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
2021 Q3	–	Sell	-118,712	Closed	-$4.41M	–	172
2021 Q2	$4.41M	Sell	118,712 -11,268	-9%	-$413K	1.79%	22
2021 Q1	$4.58M	Sell	129,980 -22,435	-15%	-$751K	1.92%	17
2020 Q4	$4.86M	Buy	+152,415	New	+$4.4M	2.21%	14
2020 Q2	–	Sell	-145,813	Closed	-$2.73M	–	138
2020 Q1	$2.73M	Buy	145,813 +4,751	+3%	+$191K	2.41%	12
2019 Q4	$6.28M	Buy	+141,062	New	+$6.11M	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%	-$287K	2.98%	13
2017 Q1	$6.46M	Buy	142,571 +1,952	+1%	+$85.9K	3.14%	11
2016 Q4	$5.91M	Buy	140,619 +10,928	+8%	+$458K	2.98%	13
2016 Q3	$5.45M	Buy	129,691 +10,179	+9%	+$432K	2.73%	15
2016 Q2	$4.91M	Buy	+119,512	New	+$4.79M	2.58%	14