Mid-American Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75K | Buy |
+269
| New | +$5.75K | ﹤0.01% | 217 |
|
|
2025
Q1 | – | Sell |
-172,918
| Closed | -$3.69M | – | 51 |
|
|
2024
Q4 | $3.69M | Sell |
172,918
-6,566
| -4% | -$140K | 2.17% | 17 |
|
|
2024
Q3 | $4.26M | Sell |
179,484
-13,750
| -7% | -$326K | 2.67% | 16 |
|
|
2024
Q2 | $4.28M | Sell |
193,234
-5,139
| -3% | -$114K | 2.73% | 11 |
|
|
2024
Q1 | $4.61M | Buy |
198,373
+23,299
| +13% | +$541K | 3.11% | 10 |
|
|
2023
Q4 | $4.13M | Sell |
175,074
-15,107
| -8% | -$356K | 3.07% | 10 |
|
|
2023
Q3 | $4.09M | Buy |
+190,181
| New | +$4.09M | 3.31% | 11 |
|