Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,255
| Closed | -$206K | – | 448 |
|
|
2023
Q4 | $206K | Sell |
2,255
-599
| -21% | -$54.8K | 0.01% | 397 |
|
|
2023
Q3 | $223K | Buy |
+2,854
| New | +$223K | 0.02% | 369 |
|
|
2022
Q3 | – | Sell |
-12,179
| Closed | -$1.12M | – | 443 |
|
|
2022
Q2 | $1.12M | Sell |
12,179
-232
| -2% | -$21.3K | 0.08% | 150 |
|
|
2022
Q1 | $1.34M | Buy |
12,411
+3,480
| +39% | +$377K | 0.08% | 150 |
|
|
2021
Q4 | $1.04M | Buy |
+8,931
| New | +$1.04M | 0.06% | 178 |
|