West Wealth Group’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
2024
Q1
Sell
-8,914
Closed -$210K 87
2023
Q4
$210K Sell
8,914
-8,680
-49% -$205K 0.08% 80
2023
Q3
$393K Sell
17,594
-1,569
-8% -$35.1K 0.17% 49
2023
Q2
$452K Buy
+19,163
New +$452K 0.19% 39