KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $335K | Buy |
6,549
+1,400
| +27% | +$71.6K | 0.05% | 351 |
|
|
2014
Q2 | $275K | Hold |
5,149
| – | – | 0.04% | 408 |
|
|
2014
Q1 | $258K | Sell |
5,149
-845
| -14% | -$42.3K | 0.04% | 417 |
|
|
2013
Q4 | $270K | Sell |
5,994
-5,825
| -49% | -$262K | 0.05% | 394 |
|
|
2013
Q3 | $567K | Buy |
11,819
+929
| +9% | +$44.6K | 0.14% | 174 |
|
|
2013
Q2 | $557K | Buy |
+10,890
| New | +$557K | 0.16% | 159 |
|