Nadler Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,280
| Closed | -$333K | – | 81 |
|
|
2017
Q1 | $333K | Hold |
5,280
| – | – | 0.12% | 57 |
|
|
2016
Q4 | $327K | Sell |
5,280
-995
| -16% | -$61.6K | 0.12% | 62 |
|
|
2016
Q3 | $411K | Sell |
6,275
-100
| -2% | -$6.55K | 0.16% | 48 |
|
|
2016
Q2 | $430K | Buy |
6,375
+45
| +0.7% | +$3.04K | 0.18% | 48 |
|
|
2016
Q1 | $418K | Hold |
6,330
| – | – | 0.18% | 51 |
|
|
2015
Q4 | $402K | Hold |
6,330
| – | – | 0.18% | 49 |
|
|
2015
Q3 | $375K | Sell |
6,330
-950
| -13% | -$56.3K | 0.19% | 51 |
|
|
2015
Q2 | $408K | Sell |
7,280
-500
| -6% | -$28K | 0.19% | 47 |
|
|
2015
Q1 | $484K | Hold |
7,780
| – | – | 0.23% | 40 |
|
|
2014
Q4 | $458K | Buy |
7,780
+650
| +9% | +$38.3K | 0.24% | 44 |
|
|
2014
Q3 | $365K | Buy |
7,130
+1,050
| +17% | +$53.8K | 0.22% | 47 |
|
|
2014
Q2 | $324K | Sell |
6,080
-1,800
| -23% | -$95.9K | 0.2% | 44 |
|
|
2014
Q1 | $394K | Hold |
7,880
| – | – | 0.26% | 41 |
|
|
2013
Q4 | $355K | Sell |
7,880
-11,357
| -59% | -$512K | 0.23% | 48 |
|
|
2013
Q3 | $923K | Sell |
19,237
-894
| -4% | -$42.9K | 0.67% | 23 |
|
|
2013
Q2 | $1.03M | Buy |
+20,131
| New | +$1.03M | 0.73% | 21 |
|