Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,470
| Closed | -$64K | – | 1690 |
|
|
2019
Q1 | $64K | Hold |
1,470
| – | – | ﹤0.01% | 806 |
|
|
2018
Q4 | $59K | Hold |
1,470
| – | – | 0.01% | 788 |
|
|
2018
Q3 | $64K | Hold |
1,470
| – | – | 0.01% | 880 |
|
|
2018
Q2 | $64K | Hold |
1,470
| – | – | 0.01% | 888 |
|
|
2018
Q1 | $62K | Buy |
+1,470
| New | +$62K | 0.01% | 897 |
|
|
2017
Q4 | – | Sell |
-375
| Closed | -$18K | – | 2578 |
|
|
2017
Q3 | $18K | Hold |
375
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q2 | $17K | Buy |
+375
| New | +$17K | ﹤0.01% | 1325 |
|
|
2016
Q4 | – | Sell |
-125
| Closed | -$5K | – | 1826 |
|
|
2016
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 1401 |
|
|
2016
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 1348 |
|
|
2016
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 1349 |
|
|
2015
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 1361 |
|