Lake Street Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,990
| Closed | -$2.09M | – | 654 |
|
|
2024
Q1 | $2.09M | Hold |
28,990
| – | – | 0.1% | 137 |
|
|
2023
Q4 | $2.13M | Buy |
28,990
+582
| +2% | +$42.8K | 0.11% | 129 |
|
|
2023
Q3 | $1.87M | Buy |
28,408
+13,620
| +92% | +$898K | 0.11% | 120 |
|
|
2023
Q2 | $1.08M | Buy |
14,788
+77
| +0.5% | +$5.64K | 0.06% | 164 |
|
|
2023
Q1 | $1.04M | Buy |
14,711
+78
| +0.5% | +$5.51K | 0.06% | 161 |
|
|
2022
Q4 | $1M | Buy |
14,633
+215
| +1% | +$14.7K | 0.07% | 150 |
|
|
2022
Q3 | $1.04M | Buy |
+14,418
| New | +$1.04M | 0.08% | 145 |
|