Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,599
| Closed | -$606K | – | 38 |
|
|
2022
Q1 | $606K | Hold |
5,599
| – | – | 0.26% | 41 |
|
|
2021
Q4 | $650K | Hold |
5,599
| – | – | 0.27% | 41 |
|
|
2021
Q3 | $573K | Hold |
5,599
| – | – | 0.24% | 42 |
|
|
2021
Q2 | $571K | Hold |
5,599
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $515K | Sell |
5,599
-135
| -2% | -$12.4K | 0.23% | 46 |
|
|
2020
Q4 | $491K | Buy |
5,734
+135
| +2% | +$11.6K | 0.23% | 41 |
|
|
2020
Q3 | $447K | Sell |
5,599
-1,275
| -19% | -$102K | 0.23% | 38 |
|
|
2020
Q2 | $542K | Hold |
6,874
| – | – | 0.3% | 33 |
|
|
2020
Q1 | $478K | Hold |
6,874
| – | – | 0.29% | 32 |
|
|
2019
Q4 | $640K | Buy |
6,874
+815
| +13% | +$75.9K | 0.28% | 35 |
|
|
2019
Q3 | $567K | Buy |
+6,059
| New | +$567K | 0.26% | 36 |
|