Sigma Planning Corp’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $541K | Sell |
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|
2023
Q2 | $651K | Sell |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $531K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $924K | Buy |
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|
2020
Q3 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Sell |
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|
2019
Q3 | $2.3M | Buy |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $436K | Buy |
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