DB Wealth Management Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-828
| Closed | -$67K | – | 365 |
|
|
2022
Q3 | $67K | Hold |
828
| – | – | 0.05% | 128 |
|
|
2022
Q2 | $76K | Hold |
828
| – | – | 0.05% | 123 |
|
|
2022
Q1 | $90K | Buy |
828
+193
| +30% | +$21K | 0.05% | 123 |
|
|
2021
Q4 | $74K | Buy |
635
+618
| +3,635% | +$72K | 0.04% | 136 |
|
|
2021
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 325 |
|