Regal Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,030
| Closed | -$381K | – | 567 |
|
|
2021
Q4 | $381K | Sell |
11,030
-23,409
| -68% | -$855K | 0.03% | 379 |
|
|
2021
Q3 | $1.25M | Buy |
34,439
+8,005
| +30% | +$291K | 0.12% | 179 |
|
|
2021
Q2 | $981K | Buy |
+26,434
| New | +$969K | 0.1% | 225 |
|
|
2021
Q1 | – | Sell |
-35,912
| Closed | -$1.14M | – | 332 |
|
|
2020
Q4 | $1.14M | Buy |
+35,912
| New | +$1.04M | 0.13% | 162 |
|
|
2020
Q3 | – | Sell |
-24,700
| Closed | -$614K | – | 216 |
|
|
2020
Q2 | $614K | Buy |
+24,700
| New | +$553K | 0.11% | 166 |
|
|
2020
Q1 | – | Sell |
-20,373
| Closed | -$907K | – | 243 |
|
|
2019
Q4 | $907K | Sell |
20,373
-3,469
| -15% | -$150K | 0.16% | 139 |
|
|
2019
Q3 | $1M | Buy |
23,842
+3,317
| +16% | +$140K | 0.2% | 133 |
|
|
2019
Q2 | $866K | Buy |
20,525
+4,848
| +31% | +$208K | 0.17% | 141 |
|
|
2019
Q1 | $679K | Sell |
15,677
-48
| -0.3% | -$2.06K | 0.14% | 156 |
|
|
2018
Q4 | $628K | Sell |
15,725
-3,437
| -18% | -$146K | 0.14% | 164 |
|
|
2018
Q3 | $835K | Buy |
19,162
+7,725
| +68% | +$345K | 0.18% | 144 |
|
|
2018
Q2 | $497K | Buy |
11,437
+777
| +7% | +$33.7K | 0.15% | 165 |
|
|
2018
Q1 | $453K | Buy |
10,660
+2,083
| +24% | +$88.6K | 0.1% | 184 |
|
|
2017
Q4 | $388K | Sell |
8,577
-12,689
| -60% | -$583K | 0.09% | 199 |
|
|
2017
Q3 | $996K | Sell |
21,266
-6,025
| -22% | -$282K | 0.23% | 119 |
|
|
2017
Q2 | $1.27M | Sell |
27,291
-9,460
| -26% | -$439K | 0.31% | 98 |
|
|
2017
Q1 | $1.66M | Buy |
36,751
+19,902
| +118% | +$876K | 0.43% | 81 |
|
|
2016
Q4 | $709K | Buy |
16,849
+6,753
| +67% | +$283K | 0.2% | 132 |
|
|
2016
Q3 | $424K | Buy |
10,096
+7,007
| +227% | +$297K | 0.12% | 173 |
|
|
2016
Q2 | $127K | Buy |
+3,089
| New | +$124K | 0.03% | 238 |
|
|
2015
Q4 | – | Sell |
-424
| Closed | -$16K | – | 739 |
|
|
2015
Q3 | $16K | Buy |
424
+250
| +144% | +$10.6K | ﹤0.01% | 610 |
|
|
2015
Q2 | $7K | Sell |
174
-15
| -8% | -$693 | ﹤0.01% | 708 |
|
|
2015
Q1 | $9K | Buy |
189
+15
| +9% | +$705 | ﹤0.01% | 710 |
|
|
2014
Q4 | $8K | Buy |
+174
| New | +$8.55K | ﹤0.01% | 672 |
|
|
2013
Q4 | – | Sell |
-3
| Closed | – | – | 933 |
|
|
2013
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 921 |
|
|
2013
Q2 | $0 | Buy |
+3
| New | +$175 | ﹤0.01% | 898 |
|
Other funds holding REM
FAM
ECM
Regal Investment Advisors's REM Position: Q1 2022 in Review
Regal Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2022, closing a stake of 11,030 shares — an estimated $381K sold.
Regal Investment Advisors first reported a position in REM in Q2 2013 and held it in 26 quarters. The position peaked at $1.66M in Q1 2017. 148 funds tracked by Wall St. Rank hold REM as of Q1 2022.
- Regal Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2022 after selling out during the quarter.
- Regal Investment Advisors sold 11,030 iShares Mortgage Real Estate ETF shares in Q1 2022, an estimated $381K.
- Regal Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 26 quarters.
- Regal Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $1.66M in Q1 2017.
- 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2022.
Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.