New England Guild Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.97M | Buy |
23,451
+7,210
| +44% | +$607K | 1.04% | 25 |
|
|
2022
Q3 | $1.32M | Sell |
16,241
-7,547
| -32% | -$614K | 0.8% | 28 |
|
|
2022
Q2 | $2.19M | Sell |
23,788
-6,477
| -21% | -$596K | 1.35% | 24 |
|
|
2022
Q1 | $3.28M | Buy |
30,265
+3,126
| +12% | +$338K | 1.74% | 17 |
|
|
2021
Q4 | $3.15M | Buy |
27,139
+1,691
| +7% | +$196K | 1.58% | 20 |
|
|
2021
Q3 | $2.61M | Buy |
25,448
+2,449
| +11% | +$251K | 1.38% | 23 |
|
|
2021
Q2 | $2.35M | Buy |
+22,999
| New | +$2.35M | 1.27% | 25 |
|