Mortgage Reit Index real shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Mortgage Reit Index real
Tip: Access up to 7 years of quarterly data
All positions including Mortgage Reit Index real held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $905k | 38k | 23.73 |
2024-06-30 | $853k | 39k | 22.16 |
2024-03-31 | $919k | 40k | 23.24 |
2023-12-31 | $813k | 35k | 23.59 |
2023-09-30 | $802k | 36k | 22.34 |
2023-06-30 | $842k | 36k | 23.60 |
2023-03-31 | $777k | 36k | 21.84 |
2022-12-31 | $763k | 34k | 22.69 |
2022-09-30 | $643k | 31k | 20.95 |
2021-03-31 | $1.0k | 25 | 40.00 |
2020-03-31 | $5.0k | 257 | 19.46 |
2019-12-31 | $11k | 257 | 42.80 |
2019-09-30 | $11k | 257 | 42.80 |
2019-06-30 | $11k | 257 | 42.80 |
2019-03-31 | $11k | 257 | 42.80 |
2018-12-31 | $10k | 257 | 38.91 |
2018-09-30 | $11k | 257 | 42.80 |
2018-06-30 | $11k | 257 | 42.80 |
2018-03-31 | $11k | 257 | 42.80 |
2017-12-31 | $97k | 2.1k | 45.39 |
2017-09-30 | $100k | 2.1k | 46.79 |
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