LifePlan Financial 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
2020
Q3
$29K Sell
2020
Q2
$33K Sell
2020
Q1
$62K Buy
2019
Q4
$47K Sell
2019
Q3
$49K Hold
2019
Q2
$46K Sell
2019
Q1
$50K Buy
2018
Q4
$39K Buy
2018
Q3
$7K Buy