Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,281
| Closed | -$730K | – | 135 |
|
|
2018
Q4 | $730K | Buy |
18,281
+564
| +3% | +$22.5K | 0.17% | 48 |
|
|
2018
Q3 | $772K | Buy |
17,717
+1,010
| +6% | +$44K | 0.2% | 43 |
|
|
2018
Q2 | $726K | Buy |
16,707
+580
| +4% | +$25.2K | 0.2% | 43 |
|
|
2018
Q1 | $685K | Buy |
16,127
+3,241
| +25% | +$138K | 0.2% | 45 |
|
|
2017
Q4 | $582K | Sell |
12,886
-1,081
| -8% | -$48.8K | 0.17% | 62 |
|
|
2017
Q3 | $654K | Sell |
13,967
-1,319
| -9% | -$61.8K | 0.24% | 33 |
|
|
2017
Q2 | $709K | Buy |
+15,286
| New | +$709K | 0.3% | 32 |
|
|
2016
Q4 | $558K | Buy |
+13,278
| New | +$558K | 0.29% | 39 |
|