Mortgage Reit Index real shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Mortgage Reit Index real
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Quarterly reported holdings in Mortgage Reit Index real by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $212k | 9.1k | 23.24 |
| 2023-12-31 | $234k | 9.9k | 23.59 |
| 2023-09-30 | $234k | 11k | 22.34 |
| 2023-06-30 | $248k | 11k | 23.60 |
| 2023-03-31 | $225k | 10k | 21.84 |
| 2022-12-31 | $231k | 10k | 22.69 |
| 2022-09-30 | $212k | 10k | 20.94 |
| 2022-06-30 | $260k | 9.7k | 26.70 |
| 2022-03-31 | $294k | 9.0k | 32.66 |
| 2021-12-31 | $309k | 9.0k | 34.46 |
| 2021-09-30 | $337k | 9.3k | 36.21 |