Bard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,750
| Closed | -$325K | – | 270 |
|
|
2023
Q2 | $325K | Hold |
3,750
| – | – | 0.02% | 250 |
|
|
2023
Q1 | $318K | Hold |
3,750
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $316K | Hold |
3,750
| – | – | 0.03% | 242 |
|
|
2022
Q3 | $305K | Hold |
3,750
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $345K | Hold |
3,750
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $406K | Hold |
3,750
| – | – | 0.03% | 215 |
|
|
2021
Q4 | $436K | Hold |
3,750
| – | – | 0.04% | 196 |
|
|
2021
Q3 | $384K | Hold |
3,750
| – | – | 0.03% | 199 |
|
|
2021
Q2 | $382K | Hold |
3,750
| – | – | 0.03% | 204 |
|
|
2021
Q1 | $345K | Hold |
3,750
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $321K | Buy |
+3,750
| New | +$321K | 0.03% | 205 |
|