Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,881
| Closed | -$276K | – | 1286 |
|
|
2022
Q1 | $276K | Buy |
+2,881
| New | +$276K | 0.01% | 1017 |
|
|
2016
Q4 | – | Sell |
-8,912
| Closed | -$584K | – | 767 |
|
|
2016
Q3 | $584K | Sell |
8,912
-623
| -7% | -$40.8K | 0.04% | 323 |
|
|
2016
Q2 | $644K | Buy |
9,535
+1,211
| +15% | +$81.8K | 0.05% | 286 |
|
|
2016
Q1 | $549K | Buy |
8,324
+4,941
| +146% | +$326K | 0.05% | 276 |
|
|
2015
Q4 | $215K | Buy |
+3,383
| New | +$215K | 0.02% | 500 |
|