K2 Principal Fund’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
Hold
0
203
2023
Q3
Hold
0
207
2022
Q4
Hold
0
227
2022
Q3
Hold
0
242
2018
Q1
Sell
-12,000
Closed -$972K 263
2017
Q4
$972K Buy
+12,000
New +$972K 0.07% 136