Baldwin Wealth Partners’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 |
-36
| Closed | -$3.29K | – | 713 |
|
|
2023
Q4 | $3.29K | Sell |
36
-715
| -95% | -$65.4K | ﹤0.01% | 647 |
|
|
2023
Q3 | $58.7K | Hold |
751
| – | – | 0.01% | 371 |
|
|
2023
Q2 | $65K | Hold |
751
| – | – | 0.01% | 378 |
|
|
2023
Q1 | $63.8K | Hold |
751
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $63.2K | Hold |
751
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $61K | Hold |
751
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $69K | Hold |
751
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $81K | Buy |
751
+456
| +155% | +$49.2K | 0.01% | 301 |
|
|
2021
Q4 | $34K | Hold |
295
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $30K | Buy |
295
+36
| +14% | +$3.66K | ﹤0.01% | 407 |
|
|
2021
Q2 | $26K | Hold |
259
| – | – | ﹤0.01% | 441 |
|
|
2021
Q1 | $24K | Buy |
+259
| New | +$24K | ﹤0.01% | 435 |
|