Graves Light Lenhart Wealth’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 |
-94
| Closed | -$10K | – | 660 |
|
|
2022
Q1 | $10K | Sell |
94
-13
| -12% | -$1.38K | ﹤0.01% | 543 |
|
|
2021
Q4 | $12K | Hold |
107
| – | – | ﹤0.01% | 588 |
|
|
2021
Q3 | $11K | Buy |
107
+13
| +14% | +$1.34K | ﹤0.01% | 550 |
|
|
2021
Q2 | $10K | Hold |
94
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 570 |
|