Prospera Financial Services’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 |
-3,572
| Closed | -$286K | – | 1414 |
|
|
2022
Q2 | $286K | Sell |
3,572
-206
| -5% | -$16.5K | 0.01% | 646 |
|
|
2022
Q1 | $362K | Buy |
3,778
+714
| +23% | +$68.4K | 0.02% | 689 |
|
|
2021
Q4 | $301K | Buy |
3,064
+70
| +2% | +$6.88K | 0.01% | 710 |
|
|
2021
Q3 | $256K | Hold |
2,994
| – | – | 0.01% | 704 |
|
|
2021
Q2 | $250K | Buy |
+2,994
| New | +$250K | 0.01% | 709 |
|
|
2020
Q1 | – | Sell |
-6,925
| Closed | -$522K | – | 600 |
|
|
2019
Q4 | $522K | Sell |
6,925
-850
| -11% | -$64.1K | 0.04% | 380 |
|
|
2019
Q3 | $618K | Sell |
7,775
-1,500
| -16% | -$119K | 0.06% | 256 |
|
|
2019
Q2 | $676K | Buy |
+9,275
| New | +$676K | 0.08% | 232 |
|