Mark Sheptoff Financial Planning’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
Q2 | – | Sell |
-57
| Closed | -$4.84K | – | 399 |
|
|
2023
Q1 | $4.84K | Hold |
57
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $4.8K | Hold |
57
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $5K | Hold |
57
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $7K | Buy |
+57
| New | +$7K | ﹤0.01% | 346 |
|