Beam 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,877
| Closed | -$886K | – | 111 |
|
|
2022
Q3 | $886K | Buy |
10,877
+3,199
| +42% | +$261K | 0.99% | 40 |
|
|
2022
Q2 | $706K | Buy |
+7,678
| New | +$706K | 0.78% | 45 |
|
|
2021
Q2 | – | Sell |
-8,750
| Closed | -$804K | – | 146 |
|
|
2021
Q1 | $804K | Sell |
8,750
-1,063
| -11% | -$97.7K | 0.72% | 51 |
|
|
2020
Q4 | $841K | Sell |
9,813
-1,038
| -10% | -$89K | 0.79% | 44 |
|
|
2020
Q3 | $866K | Buy |
10,851
+119
| +1% | +$9.5K | 0.81% | 38 |
|
|
2020
Q2 | $862K | Buy |
10,732
+2,031
| +23% | +$163K | 0.87% | 38 |
|
|
2020
Q1 | $605K | Buy |
+8,701
| New | +$605K | 0.6% | 55 |
|