GoalVest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 397 |
|
|
2023
Q1 | – | Sell |
-3,865
| Closed | -$325K | – | 283 |
|
|
2022
Q4 | $325K | Sell |
3,865
-3,163
| -45% | -$266K | 0.21% | 60 |
|
|
2022
Q3 | $572K | Sell |
7,028
-29,447
| -81% | -$2.4M | 0.4% | 60 |
|
|
2022
Q2 | $3.4M | Sell |
36,475
-934
| -2% | -$87.2K | 2.16% | 8 |
|
|
2022
Q1 | $4.05M | Buy |
+37,409
| New | +$4.05M | 2.28% | 8 |
|