High Net Worth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,015
| Closed | -$85.5K | – | 394 |
|
|
2022
Q4 | $85.5K | Hold |
1,015
| – | – | 0.03% | 257 |
|
|
2022
Q3 | $83K | Hold |
1,015
| – | – | 0.04% | 257 |
|
|
2022
Q2 | $93K | Hold |
1,015
| – | – | 0.04% | 249 |
|
|
2022
Q1 | $110K | Hold |
1,015
| – | – | 0.04% | 236 |
|
|
2021
Q4 | $118K | Buy |
+1,015
| New | +$118K | 0.04% | 230 |
|