WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5K | Buy |
70
+23
| +49% | +$1.64K | ﹤0.01% | 1287 |
|
|
2017
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 1288 |
|
|
2016
Q4 | $3K | Sell |
47
-422
| -90% | -$26.9K | ﹤0.01% | 1360 |
|
|
2016
Q3 | $31K | Buy |
469
+461
| +5,763% | +$30.5K | 0.01% | 831 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1475 |
|
|
2016
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1442 |
|
|
2013
Q3 | – | Sell |
-453
| Closed | -$23K | – | 2236 |
|
|
2013
Q2 | $23K | Buy |
+453
| New | +$23K | ﹤0.01% | 1168 |
|