Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
33,758
+350
| +1% | +$7.48K | 0.02% | 551 |
|
|
2025
Q1 | $750K | Sell |
33,408
-282
| -0.8% | -$6.33K | 0.02% | 498 |
|
|
2024
Q4 | $719K | Sell |
33,690
-4,456
| -12% | -$95.1K | 0.02% | 490 |
|
|
2024
Q3 | $905K | Sell |
38,146
-339
| -0.9% | -$8.04K | 0.03% | 445 |
|
|
2024
Q2 | $853K | Sell |
38,485
-1,065
| -3% | -$23.6K | 0.03% | 428 |
|
|
2024
Q1 | $919K | Buy |
39,550
+5,094
| +15% | +$118K | 0.03% | 391 |
|
|
2023
Q4 | $813K | Sell |
34,456
-1,439
| -4% | -$33.9K | 0.03% | 368 |
|
|
2023
Q3 | $802K | Buy |
35,895
+225
| +0.6% | +$5.03K | 0.04% | 316 |
|
|
2023
Q2 | $842K | Buy |
35,670
+118
| +0.3% | +$2.79K | 0.04% | 323 |
|
|
2023
Q1 | $776K | Buy |
35,552
+1,933
| +6% | +$42.2K | 0.03% | 345 |
|
|
2022
Q4 | $763K | Buy |
33,619
+2,923
| +10% | +$66.3K | 0.04% | 323 |
|
|
2022
Q3 | $643K | Buy |
+30,696
| New | +$643K | 0.04% | 304 |
|
|
2021
Q2 | – | Sell |
-25
| Closed | -$1K | – | 1565 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2006 |
|
|
2020
Q2 | – | Sell |
-257
| Closed | -$5K | – | 1117 |
|
|
2020
Q1 | $5K | Hold |
257
| – | – | ﹤0.01% | 1117 |
|
|
2019
Q4 | $11K | Hold |
257
| – | – | ﹤0.01% | 919 |
|
|
2019
Q3 | $11K | Hold |
257
| – | – | ﹤0.01% | 901 |
|
|
2019
Q2 | $11K | Hold |
257
| – | – | ﹤0.01% | 888 |
|
|
2019
Q1 | $11K | Hold |
257
| – | – | ﹤0.01% | 795 |
|
|
2018
Q4 | $10K | Hold |
257
| – | – | ﹤0.01% | 790 |
|
|
2018
Q3 | $11K | Hold |
257
| – | – | ﹤0.01% | 824 |
|
|
2018
Q2 | $11K | Hold |
257
| – | – | ﹤0.01% | 811 |
|
|
2018
Q1 | $11K | Sell |
257
-1,880
| -88% | -$80.5K | ﹤0.01% | 713 |
|
|
2017
Q4 | $97K | Hold |
2,137
| – | – | 0.02% | 259 |
|
|
2017
Q3 | $100K | Buy |
+2,137
| New | +$100K | 0.03% | 211 |
|