Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $9K | Hold |
81
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $9K | Hold |
81
| – | – | ﹤0.01% | 527 |
|
|
2021
Q3 | $8K | Hold |
81
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $8K | Hold |
81
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $7K | Sell |
81
-123
| -60% | -$10.6K | ﹤0.01% | 471 |
|
|
2020
Q3 | $16K | Buy |
+204
| New | +$16K | ﹤0.01% | 320 |
|
|
2019
Q1 | – | Sell |
-140
| Closed | -$10K | – | 618 |
|
|
2018
Q4 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 256 |
|