SWM
Segment Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-211,530
| Closed | -$7.85M | – | 226 |
|
|
2021
Q2 | $7.85M | Buy |
211,530
+9,280
| +5% | +$344K | 0.93% | 43 |
|
|
2021
Q1 | $7.13M | Buy |
202,250
+1,460
| +0.7% | +$51.5K | 0.95% | 44 |
|
|
2020
Q4 | $6.4M | Buy |
200,790
+7,430
| +4% | +$237K | 0.92% | 41 |
|
|
2020
Q3 | $4.98M | Buy |
193,360
+10,370
| +6% | +$267K | 0.81% | 51 |
|
|
2020
Q2 | $4.55M | Buy |
+182,990
| New | +$4.55M | 0.84% | 49 |
|