BerganKDV Wealth Management’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 | $273K | Sell |
3,160
-6
| -0.2% | -$519 | 0.03% | 207 |
|
|
2023
Q1 | $269K | Buy |
3,166
+98
| +3% | +$8.32K | 0.03% | 216 |
|
|
2022
Q4 | $258K | Buy |
3,068
+387
| +14% | +$32.6K | 0.03% | 216 |
|
|
2022
Q3 | $218K | Sell |
2,681
-158
| -6% | -$12.8K | 0.03% | 221 |
|
|
2022
Q2 | $261K | Sell |
2,839
-57
| -2% | -$5.24K | 0.03% | 225 |
|
|
2022
Q1 | $313K | Buy |
+2,896
| New | +$313K | 0.03% | 211 |
|
|
2020
Q3 | – | Sell |
-610
| Closed | -$48K | – | 961 |
|
|
2020
Q2 | $48K | Hold |
610
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $42K | Buy |
610
+359
| +143% | +$24.7K | 0.01% | 340 |
|
|
2019
Q4 | $23K | Hold |
251
| – | – | ﹤0.01% | 431 |
|
|
2019
Q3 | $23K | Sell |
251
-2,109
| -89% | -$193K | ﹤0.01% | 415 |
|
|
2019
Q2 | $206K | Buy |
2,360
+247
| +12% | +$21.6K | 0.04% | 210 |
|
|
2019
Q1 | $184K | Sell |
2,113
-72
| -3% | -$6.27K | 0.04% | 214 |
|
|
2018
Q4 | $164K | Buy |
2,185
+3
| +0.1% | +$225 | 0.04% | 199 |
|
|
2018
Q3 | $175K | Buy |
2,182
+89
| +4% | +$7.14K | 0.04% | 211 |
|
|
2018
Q2 | $169K | Buy |
+2,093
| New | +$169K | 0.04% | 209 |
|