Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,354
| Closed | -$217K | – | 462 |
|
|
2022
Q2 | $217K | Hold |
2,354
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $255K | Sell |
2,354
-398
| -14% | -$43.1K | ﹤0.01% | 423 |
|
|
2021
Q4 | $320K | Buy |
2,752
+190
| +7% | +$22.1K | ﹤0.01% | 425 |
|
|
2021
Q3 | $262K | Buy |
2,562
+18
| +0.7% | +$1.84K | ﹤0.01% | 431 |
|
|
2021
Q2 | $259K | Buy |
+2,544
| New | +$259K | ﹤0.01% | 420 |
|