Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,985
| Closed | -$3.66M | – | 664 |
|
|
2022
Q3 | $3.66M | Buy |
50,985
+48,370
| +1,850% | +$3.47M | 0.39% | 64 |
|
|
2022
Q2 | $209K | Buy |
2,615
+438
| +20% | +$35K | 0.02% | 625 |
|
|
2022
Q1 | $209K | Buy |
+2,177
| New | +$209K | 0.02% | 704 |
|
|
2020
Q4 | – | Sell |
-4,482
| Closed | -$273K | – | 432 |
|
|
2020
Q3 | $273K | Buy |
+4,482
| New | +$273K | 0.05% | 319 |
|
|
2020
Q1 | – | Sell |
-3,058
| Closed | -$230K | – | 409 |
|
|
2019
Q4 | $230K | Sell |
3,058
-126
| -4% | -$9.48K | 0.04% | 402 |
|
|
2019
Q3 | $253K | Buy |
3,184
+64
| +2% | +$5.09K | 0.04% | 382 |
|
|
2019
Q2 | $228K | Buy |
+3,120
| New | +$228K | 0.05% | 354 |
|