KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,308
| Closed | -$1.77M | – | 72 |
|
|
2023
Q4 | $1.77M | Buy |
19,308
+505
| +3% | +$46.2K | 1.76% | 15 |
|
|
2023
Q3 | $1.47M | Buy |
18,803
+307
| +2% | +$24K | 1.52% | 19 |
|
|
2023
Q2 | $1.6M | Buy |
18,496
+643
| +4% | +$55.7K | 1.57% | 17 |
|
|
2023
Q1 | $1.52M | Sell |
17,853
-3,886
| -18% | -$330K | 1.56% | 17 |
|
|
2022
Q4 | $1.83M | Buy |
21,739
+455
| +2% | +$38.3K | 2.1% | 16 |
|
|
2022
Q3 | $1.73M | Sell |
21,284
-587
| -3% | -$47.8K | 2.61% | 13 |
|
|
2022
Q2 | $2.01M | Buy |
21,871
+1,192
| +6% | +$110K | 3% | 13 |
|
|
2022
Q1 | $2.24M | Buy |
20,679
+3,322
| +19% | +$360K | 5.12% | 7 |
|
|
2021
Q4 | $2.02M | Buy |
17,357
+11,124
| +178% | +$1.29M | 2.46% | 12 |
|
|
2021
Q3 | $638K | Sell |
6,233
-1,309
| -17% | -$134K | 1.9% | 16 |
|
|
2021
Q2 | $769K | Sell |
7,542
-47
| -0.6% | -$4.79K | 0.31% | 55 |
|
|
2021
Q1 | $698K | Buy |
7,589
+347
| +5% | +$31.9K | 0.37% | 54 |
|
|
2020
Q4 | $620K | Buy |
7,242
+234
| +3% | +$20K | 0.37% | 59 |
|
|
2020
Q3 | $559K | Buy |
7,008
+94
| +1% | +$7.5K | 0.41% | 57 |
|
|
2020
Q2 | $545K | Buy |
6,914
+135
| +2% | +$10.6K | 0.5% | 51 |
|
|
2020
Q1 | $472K | Sell |
6,779
-528
| -7% | -$36.8K | 0.53% | 46 |
|
|
2019
Q4 | $680K | Buy |
+7,307
| New | +$680K | 0.57% | 48 |
|