First Personal Financial Services’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 |
-1,021
| Closed | -$93.3K | – | 390 |
|
|
2023
Q4 | $93.3K | Hold |
1,021
| – | – | 0.02% | 163 |
|
|
2023
Q3 | $79.8K | Hold |
1,021
| – | – | 0.02% | 171 |
|
|
2023
Q2 | $88.4K | Hold |
1,021
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $86.7K | Hold |
1,021
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $86K | Buy |
1,021
+984
| +2,659% | +$82.8K | 0.02% | 168 |
|
|
2022
Q3 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 399 |
|
|
2016
Q1 | – | Sell |
-152
| Closed | -$11K | – | 354 |
|
|
2015
Q4 | $11K | Buy |
+152
| New | +$11K | 0.01% | 289 |
|