Novare Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$232K | – | 197 |
|
|
2024
Q1 | $232K | Hold |
10,000
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $236K | Hold |
10,000
| – | – | 0.02% | 154 |
|
|
2023
Q3 | $223K | Hold |
10,000
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $236K | Hold |
10,000
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $218K | Buy |
+10,000
| New | +$218K | 0.02% | 165 |
|