Kerntke Otto McGlone Wealth Management Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $1.77M | Buy |
|
|||||
|
2023
Q3 | $1.47M | Buy |
|
|||||
|
2023
Q2 | $1.6M | Buy |
|
|||||
|
2023
Q1 | $1.52M | Sell |
|
|||||
|
2022
Q4 | $1.83M | Buy |
|
|||||
|
2022
Q3 | $1.73M | Sell |
|
|||||
|
2022
Q2 | $2.01M | Buy |
|
|||||
|
2022
Q1 | $2.24M | Buy |
|
|||||
|
2021
Q4 | $2.02M | Buy |
|
|||||
|
2021
Q3 | $638K | Sell |
|
|||||
|
2021
Q2 | $769K | Sell |
|
|||||
|
2021
Q1 | $698K | Buy |
|
|||||
|
2020
Q4 | $620K | Buy |
|
|||||
|
2020
Q3 | $559K | Buy |
|
|||||
|
2020
Q2 | $545K | Buy |
|
|||||
|
2020
Q1 | $472K | Sell |
|
|||||
|
2019
Q4 | $680K | Buy |
|