HHM 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 |
-2,790
| Closed | -$255K | – | 758 |
|
|
2023
Q4 | $255K | Hold |
2,790
| – | – | 0.04% | 116 |
|
|
2023
Q3 | $218K | Buy |
2,790
+2,000
| +253% | +$156K | 0.04% | 123 |
|
|
2023
Q2 | $68.4K | Hold |
790
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $67.1K | Hold |
790
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $66.5K | Buy |
+790
| New | +$66.5K | 0.02% | 212 |
|
|
2022
Q1 | – | Sell |
-67
| Closed | -$8K | – | 726 |
|
|
2021
Q4 | $8K | Sell |
67
-24
| -26% | -$2.87K | ﹤0.01% | 531 |
|
|
2021
Q3 | $9K | Hold |
91
| – | – | ﹤0.01% | 498 |
|
|
2021
Q2 | $9K | Buy |
91
+24
| +36% | +$2.37K | ﹤0.01% | 480 |
|
|
2021
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $5K | Sell |
67
-45
| -40% | -$3.36K | ﹤0.01% | 431 |
|
|
2020
Q2 | $9K | Hold |
112
| – | – | ﹤0.01% | 377 |
|
|
2020
Q1 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 366 |
|