Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-290
| Closed | -$8K | – | 1601 |
|
|
2022
Q2 | $8K | Buy |
290
+53
| +22% | +$1.46K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $8K | Buy |
237
+1
| +0.4% | +$34 | ﹤0.01% | 1454 |
|
|
2021
Q4 | $8K | Buy |
236
+8
| +4% | +$271 | ﹤0.01% | 1576 |
|
|
2021
Q3 | $8K | Buy |
228
+1
| +0.4% | +$35 | ﹤0.01% | 1571 |
|
|
2021
Q2 | $8K | Buy |
227
+4
| +2% | +$141 | ﹤0.01% | 1519 |
|
|
2021
Q1 | $8K | Sell |
223
-156
| -41% | -$5.6K | ﹤0.01% | 1435 |
|
|
2020
Q4 | $12K | Sell |
379
-277
| -42% | -$8.77K | ﹤0.01% | 1165 |
|
|
2020
Q3 | $17K | Buy |
656
+10
| +2% | +$259 | 0.01% | 865 |
|
|
2020
Q2 | $16K | Sell |
646
-26
| -4% | -$644 | 0.01% | 822 |
|
|
2020
Q1 | $13K | Buy |
672
+59
| +10% | +$1.14K | 0.01% | 787 |
|
|
2019
Q4 | $27K | Buy |
613
+1
| +0.2% | +$44 | 0.01% | 615 |
|
|
2019
Q3 | $26K | Hold |
612
| – | – | 0.01% | 581 |
|
|
2019
Q2 | $26K | Sell |
612
-150
| -20% | -$6.37K | 0.01% | 571 |
|
|
2019
Q1 | $33K | Buy |
762
+2
| +0.3% | +$87 | 0.02% | 452 |
|
|
2018
Q4 | $30K | Buy |
760
+135
| +22% | +$5.33K | 0.02% | 403 |
|
|
2018
Q3 | $27K | Hold |
625
| – | – | 0.02% | 426 |
|
|
2018
Q2 | $27K | Hold |
625
| – | – | 0.03% | 247 |
|
|
2018
Q1 | $26K | Buy |
625
+150
| +32% | +$6.24K | 0.02% | 424 |
|
|
2017
Q4 | $21K | Buy |
+475
| New | +$21K | 0.02% | 446 |
|