SWM
Sugarloaf Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-118
| Closed | -$3K | – | 849 |
|
|
2022
Q2 | $3K | Buy |
118
+4
| +4% | +$102 | ﹤0.01% | 657 |
|
|
2022
Q1 | $4K | Hold |
114
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $4K | Buy |
114
+3
| +3% | +$105 | ﹤0.01% | 617 |
|
|
2021
Q3 | $4K | Buy |
111
+1
| +0.9% | +$36 | ﹤0.01% | 627 |
|
|
2021
Q2 | $4K | Sell |
110
-247,251
| -100% | -$8.99M | ﹤0.01% | 618 |
|
|
2021
Q1 | $4 | Buy |
247,361
+247,255
| +233,259% | +$4 | ﹤0.01% | 612 |
|
|
2020
Q4 | $3K | Buy |
106
+2
| +2% | +$57 | ﹤0.01% | 605 |
|
|
2020
Q3 | $3K | Buy |
104
+2
| +2% | +$58 | ﹤0.01% | 583 |
|
|
2020
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 576 |
|