Navis Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $619K | Buy |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $549K | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $720K | Buy |
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|
2021
Q4 | $736K | Buy |
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|
2021
Q3 | $635K | Hold |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $398K | Buy |
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