United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,642
| Closed | -$231K | – | 1265 |
|
|
2015
Q4 | $231K | Buy |
+3,642
| New | +$231K | ﹤0.01% | 1094 |
|
|
2015
Q3 | – | Sell |
-3,709
| Closed | -$208K | – | 1304 |
|
|
2015
Q2 | $208K | Sell |
3,709
-199,384
| -98% | -$11.2M | ﹤0.01% | 1177 |
|
|
2015
Q1 | $12M | Buy |
203,093
+131,762
| +185% | +$7.76M | 0.15% | 174 |
|
|
2014
Q4 | $4.2M | Buy |
+71,331
| New | +$4.2M | 0.06% | 283 |
|