True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-26,099
| Closed | -$583K | – | 98 |
|
|
2023
Q3 | $583K | Hold |
26,099
| – | – | 0.07% | 71 |
|
|
2023
Q2 | $616K | Hold |
26,099
| – | – | 0.07% | 71 |
|
|
2023
Q1 | $570K | Hold |
26,099
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $592K | Hold |
26,099
| – | – | 0.08% | 71 |
|
|
2022
Q3 | $547K | Hold |
26,099
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $698K | Hold |
26,099
| – | – | 0.11% | 75 |
|
|
2022
Q1 | $853K | Hold |
26,099
| – | – | 0.12% | 70 |
|
|
2021
Q4 | $901K | Sell |
26,099
-56
| -0.2% | -$1.93K | 0.12% | 83 |
|
|
2021
Q3 | $946K | Sell |
26,155
-1,040
| -4% | -$37.6K | 0.13% | 73 |
|
|
2021
Q2 | $1.01M | Sell |
27,195
-15
| -0.1% | -$557 | 0.15% | 61 |
|
|
2021
Q1 | $959K | Hold |
27,210
| – | – | 0.14% | 68 |
|
|
2020
Q4 | $867K | Buy |
+27,210
| New | +$867K | 0.14% | 68 |
|