Reilly Financial 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 | $33K | Buy |
950
+450
| +90% | +$15.6K | ﹤0.01% | 476 |
|
|
2021
Q3 | $18K | Hold |
500
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $9K | Hold |
500
| – | – | ﹤0.01% | 571 |
|
|
2019
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 481 |
|
|
2019
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 523 |
|
|
2019
Q1 | $22K | Hold |
500
| – | – | ﹤0.01% | 510 |
|
|
2018
Q4 | $20K | Buy |
+500
| New | +$20K | ﹤0.01% | 491 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$21K | – | 1025 |
|
|
2018
Q1 | $21K | Hold |
500
| – | – | ﹤0.01% | 488 |
|
|
2017
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 479 |
|
|
2017
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2017
Q2 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 474 |
|
|
2015
Q3 | – | Sell |
-235
| Closed | -$10K | – | 1371 |
|
|
2015
Q2 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 871 |
|
|
2015
Q1 | – | Sell |
-334
| Closed | -$15K | – | 1363 |
|
|
2014
Q4 | $15K | Buy |
+334
| New | +$15K | ﹤0.01% | 449 |
|
|
2014
Q1 | – | Sell |
-671
| Closed | -$31K | – | 844 |
|
|
2013
Q4 | $31K | Buy |
671
+337
| +101% | +$15.6K | 0.01% | 322 |
|
|
2013
Q3 | $16K | Buy |
334
+24
| +8% | +$1.15K | ﹤0.01% | 383 |
|
|
2013
Q2 | $16K | Buy |
+310
| New | +$16K | ﹤0.01% | 384 |
|