Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1605 |
|
|
2022
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1804 |
|
|
2022
Q1 | – | Sell |
-148
| Closed | -$15K | – | 2212 |
|
|
2021
Q4 | $15K | Sell |
148
-86
| -37% | -$8.72K | ﹤0.01% | 1330 |
|
|
2021
Q3 | $20K | Buy |
234
+1
| +0.4% | +$85 | ﹤0.01% | 1218 |
|
|
2021
Q2 | $19K | Hold |
233
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q1 | $17K | Buy |
233
+148
| +174% | +$10.8K | ﹤0.01% | 1173 |
|
|
2020
Q4 | $6K | Buy |
+85
| New | +$6K | ﹤0.01% | 1384 |
|