Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,707
| Closed | -$726K | – | 284 |
|
|
2022
Q1 | $726K | Buy |
6,707
+603
| +10% | +$65.3K | 0.13% | 143 |
|
|
2021
Q4 | $709K | Sell |
6,104
-274
| -4% | -$31.8K | 0.13% | 133 |
|
|
2021
Q3 | $653K | Buy |
+6,378
| New | +$653K | 0.13% | 139 |
|
|
2020
Q1 | – | Sell |
-3,798
| Closed | -$354K | – | 147 |
|
|
2019
Q4 | $354K | Buy |
+3,798
| New | +$354K | 0.12% | 90 |
|