J.P. Morgan Private Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,648
| Closed | -$479K | – | 2008 |
|
|
2022
Q1 | $479K | Buy |
14,648
+8,278
| +130% | +$271K | ﹤0.01% | 1556 |
|
|
2021
Q4 | $220K | Hold |
6,370
| – | – | ﹤0.01% | 1875 |
|
|
2021
Q3 | $230K | Buy |
6,370
+18
| +0.3% | +$650 | ﹤0.01% | 1798 |
|
|
2021
Q2 | $236K | Buy |
+6,352
| New | +$236K | ﹤0.01% | 1775 |
|
|
2019
Q4 | – | Sell |
-5,218
| Closed | -$220K | – | 1497 |
|
|
2019
Q3 | $220K | Buy |
+5,218
| New | +$220K | ﹤0.01% | 1307 |
|
|
2019
Q1 | – | Sell |
-5,161
| Closed | -$206K | – | 1499 |
|
|
2018
Q4 | $206K | Sell |
5,161
-245
| -5% | -$9.78K | ﹤0.01% | 1333 |
|
|
2018
Q3 | $236K | Buy |
5,406
+11
| +0.2% | +$480 | ﹤0.01% | 1402 |
|
|
2018
Q2 | $235K | Buy |
+5,395
| New | +$235K | ﹤0.01% | 1301 |
|