Investments & Financial Planning LLC’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
Q4 | – | Sell |
-18,401
| Closed | -$1.44M | – | 34 |
|
|
2023
Q3 | $1.44M | Sell |
18,401
-171
| -0.9% | -$13.4K | 1.28% | 14 |
|
|
2023
Q2 | $1.61M | Sell |
18,572
-1,302
| -7% | -$113K | 1.39% | 14 |
|
|
2023
Q1 | $1.69M | Sell |
19,874
-2,559
| -11% | -$217K | 1.55% | 14 |
|
|
2022
Q4 | $1.89M | Buy |
+22,433
| New | +$1.89M | 1.85% | 11 |
|
|
2022
Q2 | $2.08M | Sell |
22,594
-51
| -0.2% | -$4.69K | 2.14% | 10 |
|
|
2022
Q1 | $2.45M | Buy |
22,645
+585
| +3% | +$63.3K | 2.14% | 10 |
|
|
2021
Q4 | $2.3M | Buy |
+22,060
| New | +$2.3M | 2.06% | 11 |
|