Larson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-335
| Closed | -$7.32K | – | 1611 |
|
|
2023
Q1 | $7.32K | Hold |
335
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $7.6K | Hold |
335
| – | – | ﹤0.01% | 939 |
|
|
2022
Q3 | $7K | Hold |
335
| – | – | ﹤0.01% | 886 |
|
|
2022
Q2 | $9K | Hold |
335
| – | – | ﹤0.01% | 759 |
|
|
2022
Q1 | $11K | Hold |
335
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $12K | Sell |
335
-300
| -47% | -$10.7K | ﹤0.01% | 646 |
|
|
2021
Q3 | $23K | Buy |
635
+135
| +27% | +$4.89K | ﹤0.01% | 437 |
|
|
2021
Q2 | $19K | Sell |
500
-500
| -50% | -$19K | ﹤0.01% | 444 |
|
|
2021
Q1 | $35K | Hold |
1,000
| – | – | 0.01% | 318 |
|
|
2020
Q4 | $32K | Hold |
1,000
| – | – | 0.01% | 284 |
|
|
2020
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 230 |
|