Northwest Financial 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
2024
Q4
Sell
-162
Closed -$14.4K 433
2024
Q3
$14.4K Buy
+162
New +$14.4K 0.01% 362
2024
Q1
Sell
-162
Closed -$11.9K 418
2023
Q4
$11.9K Buy
+162
New +$11.9K 0.01% 357