Sage Advisory Services’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
Q2 | – | Sell |
-7,770
| Closed | -$274K | – | 56 |
|
2021
Q1 | $274K | Buy |
+7,770
| New | +$274K | 0.07% | 49 |
|
2020
Q1 | – | Sell |
-34,821
| Closed | -$1.55M | – | 59 |
|
2019
Q4 | $1.55M | Buy |
34,821
+1,333
| +4% | +$59.4K | 0.49% | 33 |
|
2019
Q3 | $1.41M | Buy |
33,488
+3,305
| +11% | +$139K | 0.46% | 30 |
|
2019
Q2 | $1.27M | Buy |
+30,183
| New | +$1.27M | 0.37% | 32 |
|