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Valeo Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Valeo Financial Advisors’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10
Closed -$1K – 2153
2020
Q4 		$1K Buy
+10
New +$654 ﹤0.01% 1603

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Valeo Financial Advisors's REZ Position: Q1 2021 in Review

Valeo Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in REZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2021.

  • Valeo Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 10 iShares Residential and Multisector Real Estate ETF shares in Q1 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.