Burleson & Co’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
2022
Q4
$219K Hold
2022
Q3
$212K Hold
2022
Q2
$239K Hold
2022
Q1
$281K Hold
2021
Q4
$302K Hold
2021
Q3
$266K Hold
2021
Q2
$265K Hold
2021
Q1
$239K Sell
2020
Q4
$257K Hold
2020
Q3
$243K Hold
2020
Q2
$248K Hold
2020
Q1
$225K Hold
2019
Q4
$286K Hold
2019
Q3
$285K Hold
2019
Q2
$268K Hold
2019
Q1
$263K Hold
2018
Q4
$253K Hold
2018
Q3
$242K Hold
2018
Q2
$241K Hold
2018
Q1
$226K Hold
2017
Q4
$243K Buy