FAS Wealth Partners’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
Q1 | – | Sell |
-408
| Closed | -$37.3K | – | 454 |
|
2023
Q4 | $37.3K | Hold |
408
| – | – | ﹤0.01% | 350 |
|
2023
Q3 | $31.9K | Hold |
408
| – | – | ﹤0.01% | 353 |
|
2023
Q2 | $35.3K | Hold |
408
| – | – | ﹤0.01% | 326 |
|
2023
Q1 | $34.6K | Hold |
408
| – | – | ﹤0.01% | 350 |
|
2022
Q4 | $34.4K | Hold |
408
| – | – | ﹤0.01% | 342 |
|
2022
Q3 | $33K | Hold |
408
| – | – | ﹤0.01% | 330 |
|
2022
Q2 | $38K | Hold |
408
| – | – | ﹤0.01% | 328 |
|
2022
Q1 | $44K | Hold |
408
| – | – | ﹤0.01% | 331 |
|
2021
Q4 | $47K | Hold |
408
| – | – | ﹤0.01% | 338 |
|
2021
Q3 | $42K | Hold |
408
| – | – | ﹤0.01% | 337 |
|
2021
Q2 | $42K | Hold |
408
| – | – | ﹤0.01% | 324 |
|
2021
Q1 | $38K | Hold |
408
| – | – | ﹤0.01% | 301 |
|
2020
Q4 | $35K | Hold |
408
| – | – | ﹤0.01% | 298 |
|
2020
Q3 | $33K | Hold |
408
| – | – | ﹤0.01% | 278 |
|
2020
Q2 | $32K | Hold |
408
| – | – | ﹤0.01% | 270 |
|
2020
Q1 | $28K | Hold |
408
| – | – | ﹤0.01% | 256 |
|
2019
Q4 | $38K | Buy |
+408
| New | +$38K | 0.01% | 236 |
|