Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-198
| Closed | -$18K | – | 249 |
|
|
2021
Q1 | $18K | Buy |
198
+28
| +16% | +$2.55K | 0.01% | 265 |
|
|
2020
Q4 | $15K | Hold |
170
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $14K | Hold |
170
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $13K | Hold |
170
| – | – | 0.01% | 306 |
|
|
2020
Q1 | $12K | Sell |
170
-65
| -28% | -$4.59K | 0.01% | 293 |
|
|
2019
Q4 | $22K | Buy |
+235
| New | +$22K | 0.02% | 279 |
|