Morris Financial Concepts’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
Q4 | – | Sell |
-33
| Closed | -$2.58K | – | 165 |
|
|
2023
Q3 | $2.58K | Hold |
33
| – | – | ﹤0.01% | 142 |
|
|
2023
Q2 | $2.86K | Hold |
33
| – | – | ﹤0.01% | 144 |
|
|
2023
Q1 | $2.8K | Hold |
33
| – | – | ﹤0.01% | 138 |
|
|
2022
Q4 | $2.78K | Hold |
33
| – | – | ﹤0.01% | 129 |
|
|
2022
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 105 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 112 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 107 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 96 |
|