San Francisco Sentry Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-65
| Closed | -$3K | – | 373 |
|
2014
Q3 | $3K | Sell |
65
-242
| -79% | -$11.2K | ﹤0.01% | 569 |
|
2014
Q2 | $16K | Sell |
307
-29,831
| -99% | -$1.55M | 0.01% | 433 |
|
2014
Q1 | $1.48M | Buy |
30,138
+5,261
| +21% | +$258K | 0.47% | 50 |
|
2013
Q4 | $1.15M | Hold |
24,877
| – | – | 0.4% | 64 |
|
2013
Q3 | $1.19M | Buy |
24,877
+238
| +1% | +$11.4K | 0.45% | 53 |
|
2013
Q2 | $1.25M | Buy |
+24,639
| New | +$1.25M | 0.45% | 52 |
|