Whitener Capital Management’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
Q4 | – | Sell |
-2,172
| Closed | -$91K | – | 355 |
|
|
2019
Q3 | $91K | Buy |
2,172
+289
| +15% | +$12.1K | 0.05% | 178 |
|
|
2019
Q2 | $79K | Hold |
1,883
| – | – | 0.04% | 187 |
|
|
2019
Q1 | $81K | Hold |
1,883
| – | – | 0.05% | 175 |
|
|
2018
Q4 | $75K | Buy |
1,883
+300
| +19% | +$11.9K | 0.06% | 165 |
|
|
2018
Q3 | $68K | Buy |
+1,583
| New | +$68K | 0.04% | 172 |
|
|
2018
Q2 | – | Sell |
-1,583
| Closed | -$67K | – | 331 |
|
|
2018
Q1 | $67K | Buy |
1,583
+606
| +62% | +$25.6K | 0.05% | 170 |
|
|
2017
Q4 | $44K | Buy |
+977
| New | +$44K | 0.04% | 201 |
|