BAM
Baldrige Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $661K | Buy |
7,785
+70
| +0.9% | +$5.94K | 0.27% | 61 |
|
|
2022
Q4 | $650K | Buy |
7,715
+245
| +3% | +$20.6K | 0.29% | 59 |
|
|
2022
Q3 | $608K | Hold |
7,470
| – | – | 0.29% | 63 |
|
|
2022
Q2 | $687K | Sell |
7,470
-851
| -10% | -$78.3K | 0.31% | 61 |
|
|
2022
Q1 | $901K | Sell |
8,321
-167
| -2% | -$18.1K | 0.37% | 58 |
|
|
2021
Q4 | $986K | Sell |
8,488
-280
| -3% | -$32.5K | 0.38% | 53 |
|
|
2021
Q3 | $898K | Buy |
8,768
+45
| +0.5% | +$4.61K | 0.37% | 52 |
|
|
2021
Q2 | $889K | Buy |
8,723
+546
| +7% | +$55.6K | 0.39% | 51 |
|
|
2021
Q1 | $752K | Buy |
8,177
+152
| +2% | +$14K | 0.41% | 50 |
|
|
2020
Q4 | $687K | Sell |
8,025
-239
| -3% | -$20.5K | 0.41% | 48 |
|
|
2020
Q3 | $660K | Buy |
8,264
+156
| +2% | +$12.5K | 0.45% | 47 |
|
|
2020
Q2 | $639K | Buy |
8,108
+203
| +3% | +$16K | 0.48% | 43 |
|
|
2020
Q1 | $550K | Buy |
7,905
+305
| +4% | +$21.2K | 0.48% | 43 |
|
|
2019
Q4 | $707K | Buy |
7,600
+43
| +0.6% | +$4K | 0.58% | 40 |
|
|
2019
Q3 | $707K | Buy |
7,557
+228
| +3% | +$21.3K | 0.63% | 39 |
|
|
2019
Q2 | $640K | Buy |
7,329
+280
| +4% | +$24.5K | 0.59% | 40 |
|
|
2019
Q1 | $614K | Buy |
+7,049
| New | +$614K | 0.6% | 40 |
|