Summit Trail Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-6,675
Closed -$297K 147
2019
Q4
$297K Buy
+6,675
New +$297K 0.17% 55
2018
Q3
Sell
-1,875
Closed -$83K 415
2018
Q2
$83K Buy
+1,875
New +$83K 0.03% 238