Trivium Point Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Sell |
161,240
-128
| -0.1% | -$2.74K | 0.37% | 70 |
|
|
2025
Q1 | $3.62M | Buy |
161,368
+1,206
| +0.8% | +$27.1K | 0.45% | 64 |
|
|
2024
Q4 | $3.42M | Sell |
160,162
-1,704
| -1% | -$36.4K | 0.43% | 70 |
|
|
2024
Q3 | $3.67M | Buy |
161,866
+21,609
| +15% | +$490K | 0.51% | 62 |
|
|
2024
Q2 | $3.11M | Buy |
+140,257
| New | +$3.11M | 0.46% | 65 |
|
|
2023
Q4 | – | Sell |
-10,120
| Closed | -$213K | – | 206 |
|
|
2023
Q3 | $213K | Buy |
10,120
+199
| +2% | +$4.18K | 0.06% | 178 |
|
|
2023
Q2 | $234K | Buy |
+9,921
| New | +$234K | 0.06% | 180 |
|