Kelly Financial Services’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
Q3 | – | Sell |
-7
| Closed | -$574 | – | 446 |
|
|
2024
Q2 | $574 | Buy |
7
+1
| +17% | +$82 | ﹤0.01% | 698 |
|
|
2024
Q1 | $584 | Hold |
6
| – | – | ﹤0.01% | 697 |
|
|
2023
Q4 | $592 | Hold |
6
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $496 | Hold |
6
| – | – | ﹤0.01% | 681 |
|
|
2023
Q2 | $549 | Hold |
6
| – | – | ﹤0.01% | 649 |
|
|
2023
Q1 | $536 | Hold |
6
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $529 | Hold |
6
| – | – | ﹤0.01% | 602 |
|
|
2022
Q3 | $507 | Hold |
6
| – | – | ﹤0.01% | 611 |
|
|
2022
Q2 | $566 | Hold |
6
| – | – | ﹤0.01% | 600 |
|
|
2022
Q1 | $664 | Hold |
6
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $709 | Hold |
6
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $619 | Sell |
6
-609
| -99% | -$62.8K | ﹤0.01% | 588 |
|
|
2021
Q2 | $6K | Buy |
615
+609
| +10,150% | +$5.94K | ﹤0.01% | 606 |
|
|
2021
Q1 | $552 | Buy |
+6
| New | +$552 | ﹤0.01% | 580 |
|