TRUE Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,146
| Closed | -$329K | – | 291 |
|
|
2024
Q1 | $329K | Buy |
14,146
+72
| +0.5% | +$1.67K | 0.04% | 222 |
|
|
2023
Q4 | $332K | Sell |
14,074
-289
| -2% | -$6.82K | 0.04% | 211 |
|
|
2023
Q3 | $321K | Hold |
14,363
| – | – | 0.04% | 183 |
|
|
2023
Q2 | $339K | Buy |
14,363
+343
| +2% | +$8.1K | 0.05% | 160 |
|
|
2023
Q1 | $306K | Buy |
14,020
+99
| +0.7% | +$2.16K | 0.05% | 164 |
|
|
2022
Q4 | $316K | Buy |
13,921
+592
| +4% | +$13.4K | 0.05% | 156 |
|
|
2022
Q3 | $279K | Buy |
+13,329
| New | +$279K | 0.04% | 158 |
|