Tyler-Stone Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-113
| Closed | -$8.7K | – | 754 |
|
|
2024
Q2 | $8.7K | Hold |
113
| – | – | ﹤0.01% | 660 |
|
|
2024
Q1 | $8.14K | Hold |
113
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $8.31K | Sell |
113
-117
| -51% | -$8.6K | ﹤0.01% | 647 |
|
|
2023
Q3 | $15K | Hold |
230
| – | – | 0.01% | 527 |
|
|
2023
Q2 | $17K | Buy |
+230
| New | +$17K | 0.01% | 507 |
|
|
2022
Q4 | $16K | Hold |
230
| – | – | 0.01% | 482 |
|
|
2022
Q3 | $17K | Hold |
230
| – | – | 0.01% | 459 |
|
|
2022
Q2 | $18K | Hold |
230
| – | – | 0.01% | 465 |
|
|
2022
Q1 | $22K | Hold |
230
| – | – | 0.01% | 459 |
|
|
2021
Q4 | $23K | Buy |
+230
| New | +$23K | 0.01% | 476 |
|