Newbridge Financial Services Group’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
Q1 | – | Sell |
-325
| Closed | -$29.7K | – | 1237 |
|
|
2023
Q4 | $29.7K | Sell |
325
-61
| -16% | -$5.58K | 0.01% | 513 |
|
|
2023
Q3 | $30.1K | Sell |
386
-175
| -31% | -$13.7K | 0.02% | 550 |
|
|
2023
Q2 | $48.5K | Buy |
561
+1
| +0.2% | +$86 | 0.02% | 465 |
|
|
2023
Q1 | $47.5K | Buy |
560
+2
| +0.4% | +$170 | 0.03% | 476 |
|
|
2022
Q4 | $47K | Sell |
558
-214
| -28% | -$18K | 0.03% | 479 |
|
|
2022
Q3 | $63K | Buy |
772
+363
| +89% | +$29.6K | 0.04% | 398 |
|
|
2022
Q2 | $38K | Buy |
409
+169
| +70% | +$15.7K | 0.02% | 469 |
|
|
2022
Q1 | $26K | Hold |
240
| – | – | 0.01% | 649 |
|
|
2021
Q4 | $28K | Buy |
240
+175
| +269% | +$20.4K | 0.01% | 626 |
|
|
2021
Q3 | $7K | Hold |
65
| – | – | ﹤0.01% | 953 |
|
|
2021
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q1 | $6K | Hold |
65
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 819 |
|
|
2020
Q3 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 804 |
|