BerganKDV Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $313K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $23K | Sell |
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|
2019
Q2 | $206K | Buy |
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|
2019
Q1 | $184K | Sell |
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|
2018
Q4 | $164K | Buy |
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|
2018
Q3 | $175K | Buy |
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|
2018
Q2 | $169K | Buy |
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