Perfromance Wealth Partners’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 |
-2,895
| Closed | -$226K | – | 172 |
|
|
2023
Q3 | $226K | Sell |
2,895
-300
| -9% | -$23.4K | 0.01% | 151 |
|
|
2023
Q2 | $280K | Sell |
3,195
-2,256
| -41% | -$198K | 0.01% | 150 |
|
|
2023
Q1 | $463K | Sell |
5,451
-500
| -8% | -$42.5K | 0.02% | 117 |
|
|
2022
Q4 | $501K | Sell |
5,951
-274
| -4% | -$23.1K | 0.03% | 102 |
|
|
2022
Q3 | $507K | Sell |
6,225
-100
| -2% | -$8.15K | 0.03% | 97 |
|
|
2022
Q2 | $582K | Sell |
6,325
-200
| -3% | -$18.4K | 0.03% | 93 |
|
|
2022
Q1 | $706K | Sell |
6,525
-50
| -0.8% | -$5.41K | 0.03% | 94 |
|
|
2021
Q4 | $764K | Buy |
+6,575
| New | +$764K | 0.03% | 96 |
|