Delos Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.38K | Sell |
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|
2024
Q2 | $4.65K | Sell |
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|
2024
Q1 | $45.9K | Sell |
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|
2023
Q4 | $63.9K | Hold |
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|
2023
Q3 | $59.7K | Hold |
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|
2023
Q2 | $60.5K | Sell |
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|
2023
Q1 | $74.5K | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $3.07M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.37M | Buy |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $2.91M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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