Blue Chip Partners’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 Q4	–	Sell	-1,843	Closed	-$144K	–	185
2023 Q3	$144K	Sell	1,843 -234	-11%	-$18.3K	0.02%	156
2023 Q2	$180K	Buy	2,077 +9	+0.4%	+$779	0.02%	151
2023 Q1	$176K	Sell	2,068 -85	-4%	-$7.22K	0.02%	142
2022 Q4	$181K	Buy	+2,153	New	+$181K	0.02%	140