Mirabella Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-64,802
| Closed | -$5.69M | – | 317 |
|
2024
Q2 | $5.69M | Buy |
+64,802
| New | +$5.69M | 0.41% | 42 |
|
2023
Q4 | – | Sell |
-100,580
| Closed | -$7.86M | – | 499 |
|
2023
Q3 | $7.86M | Buy |
100,580
+85,622
| +572% | +$6.69M | 1.09% | 21 |
|
2023
Q2 | $1.29M | Buy |
+14,958
| New | +$1.29M | 0.14% | 170 |
|
2021
Q2 | – | Sell |
-15,840
| Closed | -$1.46M | – | 349 |
|
2021
Q1 | $1.46M | Buy |
+15,840
| New | +$1.46M | 0.45% | 66 |
|
2020
Q3 | – | Sell |
-37,085
| Closed | -$2.92M | – | 395 |
|
2020
Q2 | $2.92M | Buy |
+37,085
| New | +$2.92M | 0.7% | 28 |
|