FGAM
Financial Gravity Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-87
| Closed | -$3.8K | – | 1513 |
|
|
2023
Q2 | $3.8K | Buy |
87
+2
| +2% | +$87 | 0.01% | 523 |
|
|
2023
Q1 | $23.1K | Buy |
+85
| New | +$23.1K | 0.71% | 32 |
|
|
2022
Q2 | – | Sell |
-1,944
| Closed | -$28.3K | – | 789 |
|
|
2022
Q1 | $28.3K | Buy |
1,944
+1,929
| +12,860% | +$28.1K | 0.79% | 26 |
|
|
2021
Q4 | $2 | Buy |
+15
| New | +$2 | ﹤0.01% | 935 |
|