PBMares 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,288
| Closed | -$210K | – | 149 |
|
|
2021
Q1 | $210K | Sell |
2,288
-256
| -10% | -$23.5K | 0.17% | 135 |
|
|
2020
Q4 | $218K | Sell |
2,544
-193
| -7% | -$16.5K | 0.25% | 116 |
|
|
2020
Q3 | $219K | Sell |
2,737
-281
| -9% | -$22.5K | 0.32% | 95 |
|
|
2020
Q2 | $238K | Sell |
3,018
-842
| -22% | -$66.4K | 0.36% | 92 |
|
|
2020
Q1 | $269K | Sell |
3,860
-938
| -20% | -$65.4K | 0.42% | 79 |
|
|
2019
Q4 | $447K | Buy |
+4,798
| New | +$447K | 0.53% | 65 |
|