B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $227 | Buy |
2,471
+600
| +32% | +$55 | ﹤0.01% | 622 |
|
|
2022
Q1 | $203K | Sell |
1,871
-324
| -15% | -$35.2K | 0.02% | 559 |
|
|
2021
Q4 | $255K | Buy |
2,195
+65
| +3% | +$7.55K | 0.02% | 512 |
|
|
2021
Q3 | $218K | Buy |
+2,130
| New | +$218K | 0.02% | 544 |
|
|
2020
Q1 | – | Sell |
-2,710
| Closed | -$252K | – | 542 |
|
|
2019
Q4 | $252K | Hold |
2,710
| – | – | 0.04% | 319 |
|
|
2019
Q3 | $253K | Sell |
2,710
-955
| -26% | -$89.2K | 0.04% | 307 |
|
|
2019
Q2 | $320 | Sell |
3,665
-12
| -0.3% | -$1 | 0.05% | 271 |
|
|
2019
Q1 | $320K | Buy |
+3,677
| New | +$320K | 0.06% | 266 |
|
|
2015
Q2 | – | Sell |
-2,836
| Closed | -$224K | – | 1046 |
|
|
2015
Q1 | $224K | Buy |
+2,836
| New | +$224K | 0.17% | 185 |
|
|
2014
Q3 | – | Sell |
-39
| Closed | -$2K | – | 1116 |
|
|
2014
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1034 |
|
|
2014
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 961 |
|