Simplicity Solutions’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,371
| Closed | -$458K | – | 865 |
|
|
2020
Q4 | $458K | Sell |
14,371
-1,706
| -11% | -$54.4K | 0.01% | 704 |
|
|
2020
Q3 | $414K | Sell |
16,077
-1,108
| -6% | -$28.5K | 0.01% | 666 |
|
|
2020
Q2 | $427K | Buy |
17,185
+5,223
| +44% | +$130K | 0.01% | 660 |
|
|
2020
Q1 | $224K | Buy |
+11,962
| New | +$224K | 0.01% | 666 |
|
|
2019
Q2 | – | Sell |
-7,428
| Closed | -$322K | – | 818 |
|
|
2019
Q1 | $322K | Buy |
7,428
+511
| +7% | +$22.2K | 0.02% | 513 |
|
|
2018
Q4 | $277K | Buy |
+6,917
| New | +$277K | 0.04% | 469 |
|