BDO Wealth Advisors’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
Q2
$2.6K Hold
30
﹤0.01% 836
2023
Q1
$2.55K Hold
30
﹤0.01% 883
2022
Q4
$2.53K Hold
30
﹤0.01% 847
2022
Q3
$2K Hold
30
﹤0.01% 926
2022
Q2
$3K Buy
+30
New +$3K ﹤0.01% 852
2020
Q2
Sell
-15
Closed -$1K 730
2020
Q1
$1K Hold
15
﹤0.01% 708
2019
Q4
$1K Hold
15
﹤0.01% 568
2019
Q3
$1K Hold
15
﹤0.01% 607
2019
Q2
$1K Hold
15
﹤0.01% 596
2019
Q1
$1K Sell
15
-11
-42% -$733 ﹤0.01% 586
2018
Q4
$2K Hold
26
﹤0.01% 495
2018
Q3
$2K Hold
26
﹤0.01% 561
2018
Q2
$2K Sell
26
-404
-94% -$31.1K ﹤0.01% 586
2018
Q1
$32K Buy
+430
New +$32K 0.01% 282
2017
Q3
Sell
-140
Closed -$11K 503
2017
Q2
$11K Buy
+140
New +$11K ﹤0.01% 362