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Legacy Capital Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Legacy Capital Wealth Partners’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-51,717
Closed -$1.82M – 64
2021
Q1 		$1.82M Sell
51,717
-42
-0.1% -$1.41K 0.75% 27
2020
Q4 		$1.65M Buy
+51,759
New +$1.5M 0.71% 27

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Envestnet Asset Management
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FAM
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Legacy Capital Wealth Partners's REM Position: Q2 2021 in Review

Legacy Capital Wealth Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 51,717 shares — an estimated $1.82M sold.

Legacy Capital Wealth Partners first reported a position in REM in Q4 2020 and held it in 2 quarters. The position peaked at $1.82M in Q1 2021. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

  • Legacy Capital Wealth Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 51,717 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $1.82M.
  • Legacy Capital Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $1.82M in Q1 2021.
  • 180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.