GYL Financial Synergies’s iShares US Real Estate ETF IYR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$470K	Hold	4,617	–	–	0.04%	246
2024 Q2	$405K	Buy	4,617 +280	+6%	+$24K	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%	-$3.38K	0.11%	112
2021 Q4	$507K	Buy	4,369 +7	+0.2%	+$767	0.14%	119
2021 Q3	$447K	Hold	4,362	–	–	0.23%	112
2021 Q2	$445K	Buy	4,362 +85	+2%	+$8.44K	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	+$379K	0.19%	107