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Newbridge Financial Services Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Newbridge Financial Services Group’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-156
Closed -$3.62K – 1205
2024
Q1 		$3.62K Buy
+156
New +$3.53K ﹤0.01% 930

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Envestnet Asset Management
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Osaic Holdings
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VAG
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LPL Financial
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MAWAG
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UBS Group
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Newbridge Financial Services Group's REM Position: Q2 2024 in Review

Newbridge Financial Services Group sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2024, closing a stake of 156 shares — an estimated $3.62K sold.

Newbridge Financial Services Group first reported a position in REM in Q1 2024 and held it in 1 quarter. The position peaked at $3.62K in Q1 2024. 121 funds tracked by Wall St. Rank hold REM as of Q2 2024.

  • Newbridge Financial Services Group reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 156 iShares Mortgage Real Estate ETF shares in Q2 2024, an estimated $3.62K.
  • Newbridge Financial Services Group first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and held it in 1 quarter.
  • Newbridge Financial Services Group's iShares Mortgage Real Estate ETF position peaked at $3.62K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2024.

Based on Newbridge Financial Services Group's 13F filing for Q2 2024, filed 11 Sep 2024.