Laidlaw Wealth Management’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
Q3 | – | Sell |
-9,486
| Closed | -$821K | – | 324 |
|
|
2023
Q2 | $821K | Buy |
9,486
+119
| +1% | +$10.3K | 0.16% | 143 |
|
|
2023
Q1 | $795K | Sell |
9,367
-314
| -3% | -$26.7K | 0.16% | 151 |
|
|
2022
Q4 | $815K | Buy |
9,681
+869
| +10% | +$73.2K | 0.17% | 144 |
|
|
2022
Q3 | $717K | Sell |
8,812
-477
| -5% | -$38.8K | 0.17% | 139 |
|
|
2022
Q2 | $854K | Sell |
9,289
-1,437
| -13% | -$132K | 0.17% | 141 |
|
|
2022
Q1 | $1.16M | Buy |
10,726
+211
| +2% | +$22.8K | 0.19% | 126 |
|
|
2021
Q4 | $1.22M | Buy |
+10,515
| New | +$1.22M | 0.2% | 128 |
|
|
2021
Q1 | – | Sell |
-8,278
| Closed | -$709K | – | 292 |
|
|
2020
Q4 | $709K | Buy |
+8,278
| New | +$709K | 0.15% | 154 |
|