Lion Street Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-161,492
| Closed | -$4.73M | – | 37 |
|
|
2020
Q4 | $4.73M | Sell |
161,492
-9,035
| -5% | -$264K | 11.53% | 1 |
|
|
2020
Q3 | $4.46M | Buy |
170,527
+104,890
| +160% | +$2.74M | 9.06% | 2 |
|
|
2020
Q2 | $1.63M | Sell |
65,637
-48,782
| -43% | -$1.21M | 11.41% | 1 |
|
|
2020
Q1 | $2.14M | Buy |
114,419
+32,238
| +39% | +$603K | 11.66% | 1 |
|
|
2019
Q4 | $3.66M | Buy |
+82,181
| New | +$3.66M | 17.56% | 1 |
|