Agilis Partners’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.31M | Hold |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.26M | Hold |
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|
2022
Q1 | $1.49M | Hold |
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|
2021
Q4 | $1.6M | Sell |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.47M | Hold |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.24M | Hold |
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|
2020
Q3 | $1.15M | Hold |
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|
2020
Q2 | $1.14M | Hold |
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|
2020
Q1 | $1M | Sell |
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|
2019
Q4 | $1.42M | Sell |
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|
2019
Q3 | $1.47M | Hold |
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|
2019
Q2 | $1.37M | Hold |
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|
2019
Q1 | $1.37M | Hold |
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|
2018
Q4 | $1.18M | Buy |
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