Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20
| Closed | -$2K | – | 2191 |
|
|
2021
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1878 |
|
|
2018
Q2 | – | Sell |
-51
| Closed | -$4K | – | 767 |
|
|
2018
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 773 |
|
|
2017
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 770 |
|
|
2017
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 738 |
|
|
2017
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 720 |
|