Pinnacle Family 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
Q2 | – | Sell |
-6,360
| Closed | -$540K | – | 113 |
|
|
2023
Q1 | $540K | Buy |
+6,360
| New | +$540K | 0.33% | 57 |
|
|
2022
Q3 | – | Sell |
-11,116
| Closed | -$1.02M | – | 84 |
|
|
2022
Q2 | $1.02M | Sell |
11,116
-43,973
| -80% | -$4.04M | 0.83% | 25 |
|
|
2022
Q1 | $5.96M | Sell |
55,089
-9,584
| -15% | -$1.04M | 3.18% | 10 |
|
|
2021
Q4 | $7.51M | Sell |
64,673
-17,374
| -21% | -$2.02M | 3.4% | 9 |
|
|
2021
Q3 | $8.4M | Buy |
+82,047
| New | +$8.4M | 3.76% | 8 |
|
|
2020
Q2 | – | Sell |
-22,265
| Closed | -$1.55M | – | 85 |
|
|
2020
Q1 | $1.55M | Buy |
+22,265
| New | +$1.55M | 1.86% | 20 |
|
|
2018
Q4 | – | Sell |
-49,215
| Closed | -$3.94M | – | 67 |
|
|
2018
Q3 | $3.94M | Buy |
+49,215
| New | +$3.94M | 2.08% | 12 |
|
|
2017
Q4 | – | Sell |
-121,276
| Closed | -$9.69M | – | 76 |
|
|
2017
Q3 | $9.69M | Buy |
+121,276
| New | +$9.69M | 4.55% | 6 |
|