Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $563K | Sell |
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|
2023
Q3 | $566K | Sell |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $652K | Buy |
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|
2022
Q2 | $997K | Hold |
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|
2022
Q1 | $997K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $956K | Buy |
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|
2021
Q2 | $706K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $570K | Buy |
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