New England Guild 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $544K | Buy |
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|
2019
Q4 | $687K | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $332K | Hold |
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|
2018
Q4 | $293K | Hold |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $271K | Hold |
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|
2017
Q4 | $293K | Buy |
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