NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40
| Closed | -$3.46K | – | 4131 |
|
|
2025
Q1 | $3.46K | Hold |
40
| – | – | ﹤0.01% | 3399 |
|
|
2024
Q4 | $3.24K | Hold |
40
| – | – | ﹤0.01% | 3348 |
|
|
2024
Q3 | $3.55K | Hold |
40
| – | – | ﹤0.01% | 3264 |
|
|
2024
Q2 | $3.08K | Hold |
40
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q1 | $2.88K | Sell |
40
-1,788
| -98% | -$129K | ﹤0.01% | 3294 |
|
|
2023
Q4 | $134K | Sell |
1,828
-3,239
| -64% | -$238K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $334K | Sell |
5,067
-15,633
| -76% | -$1.03M | ﹤0.01% | 1372 |
|
|
2023
Q2 | $1.52M | Sell |
20,700
-1,659
| -7% | -$122K | 0.02% | 690 |
|
|
2023
Q1 | $1.58M | Sell |
22,359
-917
| -4% | -$64.8K | 0.02% | 607 |
|
|
2022
Q4 | $1.59K | Buy |
+23,276
| New | +$1.59K | ﹤0.01% | 2898 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$6.33K | – | 955 |
|
|
2017
Q2 | $6.33K | Buy |
+100
| New | +$6.33K | ﹤0.01% | 1093 |
|