Clearview Wealth 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
Q2 | – | Sell |
-2,493
| Closed | -$224K | – | 107 |
|
|
2024
Q1 | $224K | Buy |
+2,493
| New | +$224K | 0.23% | 98 |
|
|
2023
Q4 | – | Sell |
-6,945
| Closed | -$543K | – | 121 |
|
|
2023
Q3 | $543K | Buy |
6,945
+6,929
| +43,306% | +$541K | 0.67% | 56 |
|
|
2023
Q2 | $1.39K | Sell |
16
-6,920
| -100% | -$599K | ﹤0.01% | 565 |
|
|
2023
Q1 | $589K | Buy |
+6,936
| New | +$589K | 0.6% | 49 |
|