WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92
| Closed | -$6.74K | – | 957 |
|
|
2023
Q2 | $6.74K | Hold |
92
| – | – | ﹤0.01% | 859 |
|
|
2023
Q1 | $6.5K | Buy |
+92
| New | +$6.5K | ﹤0.01% | 954 |
|
|
2019
Q1 | – | Sell |
-3,508
| Closed | -$244K | – | 264 |
|
|
2018
Q4 | $244K | Buy |
+3,508
| New | +$244K | 0.04% | 215 |
|
|
2016
Q3 | $6.07K | Buy |
96
+31
| +48% | +$1.96K | ﹤0.01% | 682 |
|
|
2016
Q2 | $4 | Buy |
+65
| New | +$4 | ﹤0.01% | 2568 |
|