Spectrum Financial Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,747
| Closed | -$207K | – | 14 |
|
|
2019
Q4 | $207K | Buy |
2,747
+134
| +5% | +$10.1K | 0.12% | 13 |
|
|
2019
Q3 | $207K | Buy |
+2,613
| New | +$207K | 0.13% | 12 |
|
|
2019
Q2 | – | Sell |
-3,765
| Closed | -$266K | – | 15 |
|
|
2019
Q1 | $266K | Buy |
3,765
+688
| +22% | +$48.6K | 0.18% | 14 |
|
|
2018
Q4 | $198K | Buy |
3,077
+903
| +42% | +$58.1K | 0.15% | 14 |
|
|
2018
Q3 | $136K | Buy |
2,174
+763
| +54% | +$47.7K | 0.08% | 16 |
|
|
2018
Q2 | $88K | Buy |
+1,411
| New | +$88K | 0.06% | 21 |
|