GYL Financial Synergies’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
Q3 | $470K | Hold |
4,617
| – | – | 0.04% | 246 |
|
|
2024
Q2 | $405K | Buy |
4,617
+280
| +6% | +$24.6K | 0.03% | 258 |
|
|
2024
Q1 | $390K | Hold |
4,337
| – | – | 0.03% | 270 |
|
|
2023
Q4 | $396K | Hold |
4,337
| – | – | 0.03% | 264 |
|
|
2023
Q3 | $339K | Hold |
4,337
| – | – | 0.03% | 271 |
|
|
2023
Q2 | $375K | Hold |
4,337
| – | – | 0.03% | 262 |
|
|
2023
Q1 | $368K | Hold |
4,337
| – | – | 0.04% | 220 |
|
|
2022
Q4 | $365K | Hold |
4,337
| – | – | 0.08% | 159 |
|
|
2022
Q3 | $353K | Hold |
4,337
| – | – | 0.1% | 135 |
|
|
2022
Q2 | $399K | Hold |
4,337
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $469K | Sell |
4,337
-32
| -0.7% | -$3.46K | 0.11% | 112 |
|
|
2021
Q4 | $507K | Buy |
4,369
+7
| +0.2% | +$812 | 0.14% | 119 |
|
|
2021
Q3 | $447K | Hold |
4,362
| – | – | 0.23% | 112 |
|
|
2021
Q2 | $445K | Buy |
4,362
+85
| +2% | +$8.67K | 0.23% | 111 |
|
|
2021
Q1 | $393K | Hold |
4,277
| – | – | 0.22% | 118 |
|
|
2020
Q4 | $366K | Hold |
4,277
| – | – | 0.21% | 118 |
|
|
2020
Q3 | $341K | Hold |
4,277
| – | – | 0.22% | 115 |
|
|
2020
Q2 | $337K | Hold |
4,277
| – | – | 0.24% | 104 |
|
|
2020
Q1 | $298K | Buy |
+4,277
| New | +$298K | 0.19% | 107 |
|