Koshinski Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,769
| Closed | -$992K | – | 485 |
|
|
2018
Q3 | $992K | Buy |
15,769
+7,552
| +92% | +$475K | 0.14% | 213 |
|
|
2018
Q2 | $518K | Buy |
+8,217
| New | +$518K | 0.16% | 196 |
|
|
2017
Q4 | – | Sell |
-3,417
| Closed | -$217K | – | 430 |
|
|
2017
Q3 | $217K | Buy |
+3,417
| New | +$217K | 0.07% | 343 |
|
|
2016
Q2 | – | Sell |
-3,497
| Closed | -$231K | – | 265 |
|
|
2016
Q1 | $231K | Hold |
3,497
| – | – | 0.15% | 192 |
|
|
2015
Q4 | $222K | Buy |
+3,497
| New | +$222K | 0.16% | 187 |
|
|
2015
Q3 | – | Sell |
-3,582
| Closed | -$201K | – | 240 |
|
|
2015
Q2 | $201K | Sell |
3,582
-1,016
| -22% | -$57K | 0.13% | 219 |
|
|
2015
Q1 | $286K | Sell |
4,598
-6,405
| -58% | -$398K | 0.19% | 164 |
|
|
2014
Q4 | $648K | Buy |
+11,003
| New | +$648K | 0.37% | 73 |
|