WealthSource Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,630
Closed -$398K 473
2019
Q1
$398K Buy
+5,630
New +$398K 0.09% 207
2016
Q3
Sell
-3,266
Closed -$220K 293
2016
Q2
$220K Buy
+3,266
New +$220K 0.08% 224