Enzi Wealth’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
Q3 | – | Sell |
-3,305
| Closed | -$295K | – | 59 |
|
|
2023
Q2 | $295K | Sell |
3,305
-12,872
| -80% | -$1.15M | 0.15% | 47 |
|
|
2023
Q1 | $1.37M | Sell |
16,177
-17,292
| -52% | -$1.47M | 0.7% | 18 |
|
|
2022
Q4 | $3.01M | Sell |
33,469
-2,900
| -8% | -$261K | 1.44% | 11 |
|
|
2022
Q3 | $3.2M | Buy |
+36,369
| New | +$3.2M | 1.57% | 11 |
|