Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-800
| Closed | -$48.6K | – | 827 |
|
|
2017
Q4 | $48.6K | Sell |
800
-200
| -20% | -$12.2K | 0.03% | 288 |
|
|
2017
Q3 | $63.6K | Hold |
1,000
| – | – | 0.04% | 251 |
|
|
2017
Q2 | $63.3K | Hold |
1,000
| – | – | 0.04% | 241 |
|
|
2017
Q1 | $63.7K | Buy |
1,000
+200
| +25% | +$12.7K | 0.03% | 239 |
|
|
2016
Q4 | $49K | Buy |
+800
| New | +$49K | 0.03% | 187 |
|