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
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Quarterly reported holdings in Mortgage Reit Index real by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Wealthcare Advisory Partners
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