Sanctuary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.5K | Hold |
820
| – | – | 0.01% | 146 |
|
|
2024
Q3 | $19.5K | Hold |
820
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $18.2K | Hold |
820
| – | – | 0.01% | 139 |
|
|
2024
Q1 | $19.1K | Sell |
820
-420
| -34% | -$9.76K | 0.02% | 130 |
|
|
2023
Q4 | $29.3K | Hold |
1,240
| – | – | 0.03% | 104 |
|
|
2023
Q3 | $27.7K | Hold |
1,240
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $29.3K | Buy |
+1,240
| New | +$29.3K | 0.03% | 97 |
|
|
2022
Q4 | $28.1K | Buy |
+1,240
| New | +$28.1K | 0.03% | 87 |
|
|
2020
Q1 | – | Sell |
-8,601
| Closed | -$383K | – | 26 |
|
|
2019
Q4 | $383K | Buy |
8,601
+65
| +0.8% | +$2.89K | 0.43% | 11 |
|
|
2019
Q3 | $360K | Sell |
8,536
-200,948
| -96% | -$8.47M | 0.36% | 15 |
|
|
2019
Q2 | $8.84M | Buy |
209,484
+201,447
| +2,506% | +$8.5M | 8.15% | 6 |
|
|
2019
Q1 | $321K | Hold |
8,037
| – | – | 0.33% | 14 |
|
|
2018
Q4 | $321K | Buy |
+8,037
| New | +$321K | 0.33% | 14 |
|
|
2018
Q1 | – | Sell |
-13,206
| Closed | -$597K | – | 20 |
|
|
2017
Q4 | $597K | Buy |
+13,206
| New | +$597K | 0.54% | 9 |
|