55I LLC’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $278K | Buy |
+3,417
| New | +$278K | 0.01% | 514 |
|
|
2022
Q1 | – | Sell |
-1,980
| Closed | -$230K | – | 533 |
|
|
2021
Q4 | $230K | Buy |
+1,980
| New | +$230K | 0.01% | 463 |
|
|
2020
Q2 | – | Sell |
-4,501
| Closed | -$355K | – | 214 |
|
|
2020
Q1 | $355K | Buy |
+4,501
| New | +$355K | 0.1% | 125 |
|