Private Advisory Group’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
2019
Q3
Sell
-9,266
Closed -$391K 140
2019
Q2
$391K Sell
9,266
-2,412
-21% -$102K 0.18% 90
2019
Q1
$466K Hold
11,678
0.26% 70
2018
Q4
$466K Sell
11,678
-2,990
-20% -$119K 0.26% 70
2018
Q3
$627K Buy
+14,668
New +$627K 0.32% 79