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Moulton Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Moulton Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,950
Closed -$644K – 18
2019
Q4 		$644K Buy
+6,950
New +$644K 0.53% 20