SWA
Strategies Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,732
| Closed | -$687K | – | 131 |
|
|
2024
Q3 | $687K | Hold |
7,732
| – | – | 0.09% | 55 |
|
|
2024
Q2 | $595K | Hold |
7,732
| – | – | 0.09% | 54 |
|
|
2024
Q1 | $557K | Buy |
7,732
+34
| +0.4% | +$2.45K | 0.09% | 57 |
|
|
2023
Q4 | $566K | Buy |
7,698
+154
| +2% | +$11.3K | 0.1% | 54 |
|
|
2023
Q3 | $498K | Hold |
7,544
| – | – | 0.1% | 54 |
|
|
2023
Q2 | $553K | Buy |
7,544
+40
| +0.5% | +$2.93K | 0.11% | 56 |
|
|
2023
Q1 | $530K | Buy |
7,504
+41
| +0.5% | +$2.9K | 0.12% | 52 |
|
|
2022
Q4 | $510K | Buy |
+7,463
| New | +$510K | 0.13% | 51 |
|