WESPAC Advisors SoCal’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
2022
Q1
Sell
-7,450
Closed -$252K 86
2021
Q4
$252K Hold
7,450
0.08% 78
2021
Q3
$275K Sell
7,450
-2,000
-21% -$73.8K 0.09% 80
2021
Q2
$351K Buy
+9,450
New +$351K 0.12% 76