Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
26,576
+3,059
| +13% | +$65.4K | ﹤0.01% | 1866 |
|
|
2025
Q1 | $528K | Buy |
23,517
+1,178
| +5% | +$26.4K | ﹤0.01% | 1786 |
|
|
2024
Q4 | $477K | Sell |
22,339
-2,161
| -9% | -$46.1K | ﹤0.01% | 1898 |
|
|
2024
Q3 | $581K | Buy |
24,500
+7,660
| +45% | +$182K | ﹤0.01% | 1672 |
|
|
2024
Q2 | $373K | Buy |
16,840
+3,933
| +30% | +$87.2K | ﹤0.01% | 1974 |
|
|
2024
Q1 | $300K | Buy |
12,907
+1,495
| +13% | +$34.7K | ﹤0.01% | 1994 |
|
|
2023
Q4 | $269K | Buy |
11,412
+1,838
| +19% | +$43.4K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $214K | Buy |
9,574
+200
| +2% | +$4.47K | ﹤0.01% | 1896 |
|
|
2023
Q2 | $221K | Sell |
9,374
-2,116
| -18% | -$49.9K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $251K | Buy |
11,490
+1,531
| +15% | +$33.4K | ﹤0.01% | 1683 |
|
|
2022
Q4 | $226K | Sell |
9,959
-158
| -2% | -$3.59K | ﹤0.01% | 1947 |
|
|
2022
Q3 | $212K | Buy |
10,117
+1
| +0% | +$21 | ﹤0.01% | 1847 |
|
|
2022
Q2 | $270K | Sell |
10,116
-1,500
| -13% | -$40K | ﹤0.01% | 1692 |
|
|
2022
Q1 | $379K | Sell |
11,616
-320
| -3% | -$10.4K | ﹤0.01% | 1452 |
|
|
2021
Q4 | $412K | Sell |
11,936
-388
| -3% | -$13.4K | ﹤0.01% | 1418 |
|
|
2021
Q3 | $446K | Sell |
12,324
-702
| -5% | -$25.4K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $484K | Buy |
13,026
+960
| +8% | +$35.7K | 0.01% | 1293 |
|
|
2021
Q1 | $425K | Sell |
12,066
-21,774
| -64% | -$767K | 0.01% | 1268 |
|
|
2020
Q4 | $1.07M | Buy |
33,840
+16,732
| +98% | +$530K | 0.01% | 842 |
|
|
2020
Q3 | $441K | Buy |
+17,108
| New | +$441K | 0.01% | 943 |
|