Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9K | Buy |
130
+85
| +189% | +$5.89K | ﹤0.01% | 973 |
|
|
2020
Q3 | $3K | Sell |
45
-40
| -47% | -$2.67K | ﹤0.01% | 963 |
|
|
2020
Q2 | $5K | Sell |
85
-1
| -1% | -$59 | ﹤0.01% | 893 |
|
|
2020
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 833 |
|
|
2019
Q4 | $8K | Buy |
86
+40
| +87% | +$3.72K | ﹤0.01% | 884 |
|
|
2019
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 1006 |
|
|
2018
Q1 | – | Sell |
-324
| Closed | -$20.1K | – | 1152 |
|
|
2017
Q4 | $20.1K | Hold |
324
| – | – | 0.01% | 656 |
|
|
2017
Q3 | $20.5K | Sell |
324
-1,109
| -77% | -$70.3K | 0.01% | 654 |
|
|
2017
Q2 | $93.2K | Buy |
1,433
+675
| +89% | +$43.9K | 0.03% | 446 |
|
|
2017
Q1 | $47.9K | Buy |
758
+94
| +14% | +$5.94K | 0.02% | 544 |
|
|
2016
Q4 | $41.1K | Hold |
664
| – | – | 0.01% | 574 |
|
|
2016
Q3 | $43.4K | Sell |
664
-114
| -15% | -$7.46K | 0.01% | 569 |
|
|
2016
Q2 | $52.5K | Hold |
778
| – | – | 0.02% | 503 |
|
|
2016
Q1 | $51.3K | Buy |
778
+294
| +61% | +$19.4K | 0.02% | 497 |
|
|
2015
Q4 | $30.6K | Buy |
484
+416
| +612% | +$26.3K | 0.01% | 641 |
|
|
2015
Q3 | $4.03K | Hold |
68
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q2 | $3.81K | Hold |
68
| – | – | ﹤0.01% | 1128 |
|
|
2015
Q1 | $4.23K | Hold |
68
| – | – | ﹤0.01% | 1071 |
|
|
2014
Q4 | $4.01K | Hold |
68
| – | – | ﹤0.01% | 1085 |
|
|
2014
Q3 | $3.48K | Hold |
68
| – | – | ﹤0.01% | 1170 |
|
|
2014
Q2 | $3.63K | Sell |
68
-209
| -75% | -$11.1K | ﹤0.01% | 1096 |
|
|
2014
Q1 | $13.9K | Hold |
277
| – | – | ﹤0.01% | 759 |
|
|
2013
Q4 | $12K | Buy |
+277
| New | +$12K | ﹤0.01% | 853 |
|