Delos 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
Q4 | – | Sell |
-43
| Closed | -$4.38K | – | 207 |
|
|
2024
Q3 | $4.38K | Sell |
43
-10
| -19% | -$1.02K | ﹤0.01% | 134 |
|
|
2024
Q2 | $4.65K | Sell |
53
-458
| -90% | -$40.2K | ﹤0.01% | 160 |
|
|
2024
Q1 | $45.9K | Sell |
511
-188
| -27% | -$16.9K | 0.05% | 69 |
|
|
2023
Q4 | $63.9K | Hold |
699
| – | – | 0.09% | 52 |
|
|
2023
Q3 | $59.7K | Hold |
699
| – | – | 0.07% | 61 |
|
|
2023
Q2 | $60.5K | Sell |
699
-178
| -20% | -$15.4K | 0.08% | 59 |
|
|
2023
Q1 | $74.5K | Sell |
877
-12,187
| -93% | -$1.03M | 0.09% | 54 |
|
|
2022
Q4 | $1.1M | Sell |
13,064
-24,620
| -65% | -$2.07M | 1.7% | 21 |
|
|
2022
Q3 | $3.07M | Buy |
37,684
+4,162
| +12% | +$339K | 3.67% | 11 |
|
|
2022
Q2 | $3.08M | Buy |
33,522
+2,370
| +8% | +$218K | 3.45% | 10 |
|
|
2022
Q1 | $3.37M | Buy |
31,152
+1,928
| +7% | +$209K | 3.32% | 8 |
|
|
2021
Q4 | $3.39M | Buy |
29,224
+768
| +3% | +$89.2K | 3.23% | 8 |
|
|
2021
Q3 | $2.91M | Buy |
28,456
+3,162
| +13% | +$324K | 3.2% | 10 |
|
|
2021
Q2 | $2.58M | Buy |
+25,294
| New | +$2.58M | 3.22% | 6 |
|