Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,622
| Closed | -$59K | – | 474 |
|
|
2021
Q3 | $59K | Hold |
1,622
| – | – | 0.04% | 254 |
|
|
2021
Q2 | $60K | Hold |
1,622
| – | – | 0.04% | 279 |
|
|
2021
Q1 | $57K | Hold |
1,622
| – | – | 0.04% | 269 |
|
|
2020
Q4 | $51K | Sell |
1,622
-584
| -26% | -$18.4K | 0.04% | 294 |
|
|
2020
Q3 | $56K | Sell |
2,206
-275
| -11% | -$6.98K | 0.05% | 263 |
|
|
2020
Q2 | $67K | Buy |
2,481
+584
| +31% | +$15.8K | 0.05% | 253 |
|
|
2020
Q1 | $35K | Hold |
1,897
| – | – | 0.03% | 334 |
|
|
2019
Q4 | $84K | Buy |
+1,897
| New | +$84K | 0.07% | 242 |
|