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Outlook Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Outlook Wealth Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,800
Closed -$256K – 270
2023
Q4 		$256K Hold
2,800
– – 0.09% 189
2023
Q3 		$219K Hold
2,800
– – 0.08% 188
2023
Q2 		$242K Buy
+2,800
New +$242K 0.09% 176