Plante Moran Financial 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 |
-240
| Closed | -$20.8K | – | 827 |
|
|
2023
Q2 | $20.8K | Hold |
240
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $20.4K | Hold |
240
| – | – | ﹤0.01% | 437 |
|
|
2022
Q4 | $20.2K | Hold |
240
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $20K | Hold |
240
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $22K | Hold |
240
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $26K | Hold |
240
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $28K | Buy |
+240
| New | +$28K | ﹤0.01% | 481 |
|
|
2020
Q2 | – | Sell |
-95
| Closed | -$7K | – | 818 |
|
|
2020
Q1 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 535 |
|
|
2018
Q3 | – | Sell |
-918
| Closed | -$74K | – | 805 |
|
|
2018
Q2 | $74K | Buy |
+918
| New | +$74K | 0.04% | 262 |
|
|
2017
Q2 | – | Sell |
-181
| Closed | -$14K | – | 869 |
|
|
2017
Q1 | $14K | Buy |
+181
| New | +$14K | 0.01% | 529 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$28K | – | 826 |
|
|
2014
Q3 | $28K | Buy |
+400
| New | +$28K | 0.02% | 354 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$13K | – | 660 |
|
|
2013
Q4 | $13K | Sell |
200
-300
| -60% | -$19.5K | 0.01% | 408 |
|
|
2013
Q3 | $32K | Buy |
500
+275
| +122% | +$17.6K | 0.02% | 237 |
|
|
2013
Q2 | $15K | Buy |
+225
| New | +$15K | 0.01% | 280 |
|