Sowell Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,027
| Closed | -$237K | – | 2233 |
|
|
2021
Q1 | $237K | Sell |
3,027
-1,499
| -33% | -$117K | 0.01% | 959 |
|
|
2020
Q4 | $307K | Buy |
4,526
+1
| +0% | +$68 | 0.01% | 689 |
|
|
2020
Q3 | $276K | Sell |
4,525
-425
| -9% | -$25.9K | 0.01% | 642 |
|
|
2020
Q2 | $297K | Sell |
4,950
-348
| -7% | -$20.9K | 0.02% | 603 |
|
|
2020
Q1 | $292K | Buy |
5,298
+2,449
| +86% | +$135K | 0.02% | 555 |
|
|
2019
Q4 | $215K | Buy |
2,849
+2,786
| +4,422% | +$210K | 0.02% | 689 |
|
|
2019
Q3 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 1774 |
|