J.P. Morgan Private Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $646K | Sell |
9,791
-4,114
| -30% | -$271K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $1.02M | Sell |
13,905
-36,259
| -72% | -$2.66M | 0.01% | 756 |
|
|
2023
Q1 | $3.54M | Buy |
50,164
+27,753
| +124% | +$1.96M | 0.01% | 686 |
|
|
2022
Q4 | $1.53M | Sell |
22,411
-85,231
| -79% | -$5.82M | ﹤0.01% | 943 |
|
|
2022
Q3 | $7.73M | Buy |
107,642
+70,805
| +192% | +$5.09M | 0.02% | 449 |
|
|
2022
Q2 | $2.95M | Sell |
36,837
-23,566
| -39% | -$1.89M | 0.01% | 720 |
|
|
2022
Q1 | $5.79M | Buy |
60,403
+11,498
| +24% | +$1.1M | 0.01% | 575 |
|
|
2021
Q4 | $4.8M | Buy |
48,905
+13,273
| +37% | +$1.3M | 0.01% | 620 |
|
|
2021
Q3 | $3.05M | Buy |
35,632
+14,404
| +68% | +$1.23M | 0.01% | 732 |
|
|
2021
Q2 | $1.77M | Buy |
21,228
+9,997
| +89% | +$833K | ﹤0.01% | 928 |
|
|
2021
Q1 | $831K | Sell |
11,231
-468
| -4% | -$34.6K | ﹤0.01% | 1125 |
|
|
2020
Q4 | $794K | Buy |
11,699
+3,438
| +42% | +$233K | ﹤0.01% | 1094 |
|
|
2020
Q3 | $504K | Buy |
8,261
+202
| +3% | +$12.3K | ﹤0.01% | 1149 |
|
|
2020
Q2 | $484K | Buy |
8,059
+2,260
| +39% | +$136K | ﹤0.01% | 1119 |
|
|
2020
Q1 | $320K | Buy |
5,799
+538
| +10% | +$29.7K | ﹤0.01% | 1106 |
|
|
2019
Q4 | $396K | Buy |
5,261
+2,260
| +75% | +$170K | ﹤0.01% | 1130 |
|
|
2019
Q3 | $238K | Buy |
+3,001
| New | +$238K | ﹤0.01% | 1277 |
|