Palo Alto 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
2023 Q4	–	Sell	-5,774	Closed	-$456K	–	42
2023 Q3	$456K	Sell	5,774 -2,115	-27%	-$167K	0.38%	25
2023 Q2	$683K	Sell	7,889 -2,159	-21%	-$187K	0.54%	22
2023 Q1	$853K	Sell	10,048 -1,258	-11%	-$107K	0.68%	21
2022 Q4	$952K	Buy	+11,306	New	+$952K	0.81%	21