Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-782
| Closed | -$36K | – | 1164 |
|
|
2019
Q4 | $36K | Buy |
+782
| New | +$36K | 0.01% | 564 |
|
|
2019
Q3 | – | Sell |
-924
| Closed | -$40K | – | 1171 |
|
|
2019
Q2 | $40K | Sell |
924
-96
| -9% | -$4.16K | 0.01% | 559 |
|
|
2019
Q1 | $46K | Sell |
1,020
-1,042
| -51% | -$47K | 0.01% | 511 |
|
|
2018
Q4 | $84K | Buy |
2,062
+1,604
| +350% | +$65.3K | 0.03% | 388 |
|
|
2018
Q3 | $20K | Sell |
458
-22
| -5% | -$961 | 0.01% | 662 |
|
|
2018
Q2 | $22K | Buy |
480
+400
| +500% | +$18.3K | 0.01% | 661 |
|
|
2018
Q1 | $3.4K | Sell |
80
-310
| -79% | -$13.2K | ﹤0.01% | 963 |
|
|
2017
Q4 | $17.6K | Sell |
390
-718
| -65% | -$32.5K | 0.01% | 685 |
|
|
2017
Q3 | $51.9K | Buy |
1,108
+8
| +0.7% | +$375 | 0.02% | 467 |
|
|
2017
Q2 | $51K | Buy |
1,100
+88
| +9% | +$4.08K | 0.01% | 552 |
|
|
2017
Q1 | $45.8K | Sell |
1,012
-346
| -25% | -$15.7K | 0.01% | 550 |
|
|
2016
Q4 | $57.1K | Buy |
1,358
+769
| +131% | +$32.3K | 0.02% | 508 |
|
|
2016
Q3 | $24.8K | Buy |
589
+6
| +1% | +$252 | 0.01% | 685 |
|
|
2016
Q2 | $23.9K | Buy |
+583
| New | +$23.9K | 0.01% | 659 |
|
|
2015
Q3 | – | Sell |
-365
| Closed | -$15.4K | – | 1327 |
|
|
2015
Q2 | $15.4K | Buy |
+365
| New | +$15.4K | ﹤0.01% | 821 |
|