United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-181,803
| Closed | -$8.43M | – | 1337 |
|
|
2017
Q2 | $8.43M | Buy |
+181,803
| New | +$8.43M | 0.08% | 301 |
|
|
2015
Q2 | – | Sell |
-12,504
| Closed | -$581K | – | 1301 |
|
|
2015
Q1 | $581K | Sell |
12,504
-58,513
| -82% | -$2.72M | 0.01% | 850 |
|
|
2014
Q4 | $3.33M | Buy |
71,017
+17,052
| +32% | +$799K | 0.05% | 354 |
|
|
2014
Q3 | $2.55M | Sell |
53,965
-14,590
| -21% | -$688K | 0.04% | 385 |
|
|
2014
Q2 | $3.47M | Buy |
68,555
+52,526
| +328% | +$2.66M | 0.06% | 292 |
|
|
2014
Q1 | $786K | Buy |
+16,029
| New | +$786K | 0.02% | 534 |
|