Pinion Investment 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
Q4
Sell
-3,954
Closed -$322K 142
2022
Q3
$322K Sell
3,954
-3,261
-45% -$266K 0.28% 113
2022
Q2
$664K Sell
7,215
-334
-4% -$30.7K 0.55% 51
2022
Q1
$817K Buy
+7,549
New +$817K 0.57% 45