Hedeker 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
Q1 | – | Sell |
-2,376
| Closed | -$275K | – | 86 |
|
|
2021
Q4 | $275K | Buy |
+2,376
| New | +$275K | 0.08% | 84 |
|
|
2016
Q4 | – | Sell |
-366
| Closed | -$4.54K | – | 146 |
|
|
2016
Q3 | $4.54K | Sell |
366
-5,903
| -94% | -$73.3K | 0.24% | 57 |
|
|
2016
Q2 | $516K | Buy |
+6,269
| New | +$516K | 0.45% | 82 |
|
|
2016
Q1 | – | Sell |
-3,863
| Closed | -$290K | – | 126 |
|
|
2015
Q4 | $290K | Buy |
+3,863
| New | +$290K | 0.26% | 75 |
|