Global Wealth Management Investment Advisory’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
Q3 | – | Sell |
-50
| Closed | -$5K | – | 306 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 368 |
|
|
2021
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2021
Q3 | $10K | Sell |
100
-70
| -41% | -$7K | ﹤0.01% | 316 |
|
|
2021
Q2 | $17K | Hold |
170
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $16K | Hold |
170
| – | – | 0.01% | 267 |
|
|
2020
Q4 | $15K | Hold |
170
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $14K | Sell |
170
-1,460
| -90% | -$120K | 0.01% | 251 |
|
|
2020
Q2 | $128K | Buy |
1,630
+360
| +28% | +$28.3K | 0.05% | 134 |
|
|
2020
Q1 | $88K | Buy |
1,270
+62
| +5% | +$4.3K | 0.04% | 141 |
|
|
2019
Q4 | $112K | Buy |
1,208
+859
| +246% | +$79.6K | 0.05% | 138 |
|
|
2019
Q3 | $33K | Hold |
349
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $30K | Hold |
349
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $30K | Hold |
349
| – | – | 0.02% | 261 |
|
|
2018
Q4 | $26K | Buy |
+349
| New | +$26K | 0.02% | 269 |
|