PFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,671
| Closed | -$318K | – | 649 |
|
|
2023
Q2 | $318K | Sell |
3,671
-1,052
| -22% | -$91K | 0.02% | 505 |
|
|
2023
Q1 | $401K | Sell |
4,723
-125
| -3% | -$10.6K | 0.03% | 431 |
|
|
2022
Q4 | $408K | Hold |
4,848
| – | – | 0.04% | 396 |
|
|
2022
Q3 | $395K | Buy |
+4,848
| New | +$395K | 0.05% | 362 |
|
|
2022
Q1 | – | Sell |
-6,946
| Closed | -$807K | – | 489 |
|
|
2021
Q4 | $807K | Sell |
6,946
-514
| -7% | -$59.7K | 0.08% | 287 |
|
|
2021
Q3 | $764K | Sell |
7,460
-99
| -1% | -$10.1K | 0.08% | 283 |
|
|
2021
Q2 | $771K | Sell |
7,559
-399
| -5% | -$40.7K | 0.09% | 265 |
|
|
2021
Q1 | $732K | Buy |
+7,958
| New | +$732K | 0.09% | 250 |
|