AWS
AJ Wealth Strategies’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,316
| Closed | -$213K | – | 313 |
|
|
2022
Q2 | $213K | Hold |
2,316
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $251K | Buy |
2,316
+591
| +34% | +$64.1K | 0.01% | 276 |
|
|
2021
Q4 | $200K | Buy |
+1,725
| New | +$200K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-3,010
| Closed | -$241K | – | 102 |
|
|
2018
Q3 | $241K | Buy |
+3,010
| New | +$241K | 0.04% | 89 |
|
|
2018
Q1 | – | Sell |
-2,987
| Closed | -$242K | – | 94 |
|
|
2017
Q4 | $242K | Buy |
+2,987
| New | +$242K | 0.06% | 80 |
|