Northwest Financial 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
2024
Q4
Sell
-119
Closed -$12.1K 331
2024
Q3
$12.1K Buy
+119
New +$12.1K 0.01% 377
2024
Q1
Sell
-118
Closed -$10.8K 308
2023
Q4
$10.8K Buy
+118
New +$10.8K 0.01% 370