Great Point Wealth Advisors’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 |
-2,732
| Closed | -$250K | – | 59 |
|
|
2023
Q4 | $250K | Sell |
2,732
-74
| -3% | -$6.76K | 0.06% | 55 |
|
|
2023
Q3 | $219K | Sell |
2,806
-67
| -2% | -$5.24K | 0.07% | 60 |
|
|
2023
Q2 | $249K | Buy |
2,873
+150
| +6% | +$13K | 0.07% | 58 |
|
|
2023
Q1 | $231K | Buy |
2,723
+53
| +2% | +$4.5K | 0.07% | 59 |
|
|
2022
Q4 | $225K | Sell |
2,670
-480
| -15% | -$40.4K | 0.08% | 58 |
|
|
2022
Q3 | $256K | Sell |
3,150
-6
| -0.2% | -$488 | 0.1% | 58 |
|
|
2022
Q2 | $290K | Sell |
3,156
-18
| -0.6% | -$1.65K | 0.1% | 55 |
|
|
2022
Q1 | $343K | Sell |
3,174
-615
| -16% | -$66.5K | 0.11% | 47 |
|
|
2021
Q4 | $440K | Sell |
3,789
-2
| -0.1% | -$232 | 0.13% | 40 |
|
|
2021
Q3 | $388K | Sell |
3,791
-155
| -4% | -$15.9K | 0.13% | 40 |
|
|
2021
Q2 | $402K | Buy |
3,946
+56
| +1% | +$5.71K | 0.14% | 41 |
|
|
2021
Q1 | $358K | Buy |
+3,890
| New | +$358K | 0.14% | 39 |
|
|
2020
Q1 | – | Sell |
-6,757
| Closed | -$628K | – | 46 |
|
|
2019
Q4 | $628K | Buy |
6,757
+289
| +4% | +$26.9K | 0.39% | 28 |
|
|
2019
Q3 | $605K | Buy |
6,468
+533
| +9% | +$49.9K | 0.41% | 27 |
|
|
2019
Q2 | $518K | Sell |
5,935
-13
| -0.2% | -$1.14K | 0.42% | 27 |
|
|
2019
Q1 | $517K | Buy |
5,948
+497
| +9% | +$43.2K | 0.44% | 28 |
|
|
2018
Q4 | $408K | Buy |
+5,451
| New | +$408K | 0.39% | 29 |
|