MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,817
| Closed | -$715K | – | 36 |
|
|
2023
Q4 | $715K | Buy |
+7,817
| New | +$715K | 4.12% | 9 |
|
|
2023
Q1 | – | Sell |
-2,420
| Closed | -$204K | – | 110 |
|
|
2022
Q4 | $204K | Hold |
2,420
| – | – | 1.79% | 7 |
|
|
2022
Q3 | $197K | Hold |
2,420
| – | – | 2.65% | 6 |
|
|
2022
Q2 | $223K | Hold |
2,420
| – | – | 0.3% | 6 |
|
|
2022
Q1 | $262K | Sell |
2,420
-1,650
| -41% | -$179K | 0.23% | 6 |
|
|
2021
Q4 | $473K | Buy |
4,070
+1,400
| +52% | +$163K | 0.23% | 9 |
|
|
2021
Q3 | $273K | Buy |
2,670
+1,830
| +218% | +$187K | 0.25% | 8 |
|
|
2021
Q2 | $86K | Buy |
+840
| New | +$86K | 0.64% | 28 |
|