Baron Financial Group’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
Q3 | – | Sell |
-50
| Closed | -$4.6K | – | 125 |
|
|
2022
Q2 | $4.6K | Hold |
50
| – | – | ﹤0.01% | 172 |
|
|
2022
Q1 | $5.41K | Hold |
50
| – | – | ﹤0.01% | 183 |
|
|
2021
Q4 | $5.81K | Hold |
50
| – | – | ﹤0.01% | 184 |
|
|
2021
Q3 | $5.12K | Sell |
50
-21
| -30% | -$2.15K | ﹤0.01% | 190 |
|
|
2021
Q2 | $7.24K | Hold |
71
| – | – | ﹤0.01% | 187 |
|
|
2021
Q1 | $6.53K | Hold |
71
| – | – | ﹤0.01% | 187 |
|
|
2020
Q4 | $6.08K | Hold |
71
| – | – | ﹤0.01% | 196 |
|
|
2020
Q3 | $5.67K | Buy |
+71
| New | +$5.67K | 0.01% | 198 |
|