Atticus 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
Q3 | – | Sell |
-5
| Closed | -$1K | – | 429 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $0 | Sell |
5
-295
| -98% | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $26K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2020
Q3 | $24K | Sell |
300
-100
| -25% | -$8K | 0.01% | 216 |
|
|
2020
Q2 | $32K | Hold |
400
| – | – | 0.02% | 194 |
|
|
2020
Q1 | $28K | Hold |
400
| – | – | 0.02% | 191 |
|
|
2019
Q4 | $37K | Buy |
+400
| New | +$37K | 0.02% | 195 |
|