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 |
|