Personal Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $650K | Hold |
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|
2021
Q3 | $573K | Hold |
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|
2021
Q2 | $571K | Hold |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $447K | Sell |
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|
2020
Q2 | $542K | Hold |
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|
2020
Q1 | $478K | Hold |
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|
2019
Q4 | $640K | Buy |
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|
2019
Q3 | $567K | Buy |
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