LexAurum Advisors’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
Q1 | – | Sell |
-4,063
| Closed | -$299K | – | 316 |
|
|
2023
Q4 | $299K | Sell |
4,063
-2,185
| -35% | -$161K | 0.08% | 226 |
|
|
2023
Q3 | $412K | Buy |
6,248
+211
| +3% | +$13.9K | 0.12% | 163 |
|
|
2023
Q2 | $442K | Buy |
6,037
+48
| +0.8% | +$3.52K | 0.13% | 144 |
|
|
2023
Q1 | $423K | Sell |
5,989
-1,363
| -19% | -$96.3K | 0.14% | 139 |
|
|
2022
Q4 | $502K | Buy |
7,352
+825
| +13% | +$56.4K | 0.18% | 119 |
|
|
2022
Q3 | $469K | Buy |
6,527
+1,705
| +35% | +$123K | 0.18% | 122 |
|
|
2022
Q2 | $386K | Buy |
4,822
+1,862
| +63% | +$149K | 0.14% | 149 |
|
|
2022
Q1 | $284K | Buy |
2,960
+469
| +19% | +$45K | 0.09% | 192 |
|
|
2021
Q4 | $245K | Sell |
2,491
-12,537
| -83% | -$1.23M | 0.08% | 222 |
|
|
2021
Q3 | $1.29M | Buy |
+15,028
| New | +$1.29M | 0.38% | 68 |
|