Curi Wealth Management’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
Q1 | – | Sell |
-14,637
| Closed | -$1.23M | – | 176 |
|
|
2022
Q4 | $1.23M | Buy |
+14,637
| New | +$1.23M | 0.17% | 67 |
|
|
2022
Q3 | – | Sell |
-329
| Closed | -$30K | – | 451 |
|
|
2022
Q2 | $30K | Hold |
329
| – | – | 0.01% | 265 |
|
|
2022
Q1 | $35K | Hold |
329
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $38K | Buy |
+329
| New | +$38K | 0.01% | 199 |
|
|
2021
Q1 | – | Sell |
-1,967
| Closed | -$168K | – | 289 |
|
|
2020
Q4 | $168K | Buy |
+1,967
| New | +$168K | 0.12% | 91 |
|