Lake Point 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
2020
Q1
$1K Hold
11
﹤0.01% 320
2019
Q4
$1K Buy
+11
New +$1K ﹤0.01% 566
2019
Q2
$2K Hold
25
﹤0.01% 540
2019
Q1
$2K Buy
+25
New +$2K ﹤0.01% 540