Oxinas Partners Wealth Management’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
Q3
Sell
-2,836
Closed -$261K 95
2022
Q2
$261K Sell
2,836
-23
-0.8% -$2.12K 0.2% 82
2022
Q1
$309K Buy
2,859
+215
+8% +$23.2K 0.19% 84
2021
Q4
$307K Sell
2,644
-41
-2% -$4.76K 0.18% 110
2021
Q3
$275K Buy
+2,685
New +$275K 0.16% 123