Wealthcare Advisory Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $905K | Sell |
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|
2024
Q2 | $853K | Sell |
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|
2024
Q1 | $919K | Buy |
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|
2023
Q4 | $813K | Sell |
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|
2023
Q3 | $802K | Buy |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $776K | Buy |
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|
2022
Q4 | $763K | Buy |
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|
2022
Q3 | $643K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $11K | Sell |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $100K | Buy |
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