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Punch & Associates Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Punch & Associates Investment Management’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed -$1K – 235
2022
Q2 		$1K Buy
+10
New +$869 ﹤0.01% 236

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Punch & Associates Investment Management's REZ Position: Q3 2022 in Review

Punch & Associates Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Punch & Associates Investment Management first reported a position in REZ in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

  • Punch & Associates Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Punch & Associates Investment Management sold 10 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $1K.
  • Punch & Associates Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on Punch & Associates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.