Clear Point 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
2024 Q4	–	Sell	-415	Closed	-$42.3K	–	334
2024 Q3	$42.3K	Sell	415 -147	-26%	-$15K	0.03%	213
2024 Q2	$49.3K	Buy	562 +3	+0.5%	+$263	0.04%	196
2024 Q1	$50.2K	Sell	559 -341	-38%	-$30.6K	0.04%	201
2023 Q4	$82.2K	Buy	+900	New	+$82.2K	0.07%	149