Baldrige Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $608K | Hold |
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|
2022
Q2 | $687K | Sell |
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|
2022
Q1 | $901K | Sell |
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|
2021
Q4 | $986K | Sell |
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|
2021
Q3 | $898K | Buy |
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|
2021
Q2 | $889K | Buy |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $687K | Sell |
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|
2020
Q3 | $660K | Buy |
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|
2020
Q2 | $639K | Buy |
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|
2020
Q1 | $550K | Buy |
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|
2019
Q4 | $707K | Buy |
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|
2019
Q3 | $707K | Buy |
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|
2019
Q2 | $640K | Buy |
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|
2019
Q1 | $614K | Buy |
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