PTP
Platform Technology Partners’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
2,530
| – | – | 0.06% | 220 |
|
|
2025
Q1 | $242K | Hold |
2,530
| – | – | 0.07% | 197 |
|
|
2024
Q4 | $235K | Sell |
2,530
-632
| -20% | -$58.8K | 0.07% | 194 |
|
|
2024
Q3 | $322K | Hold |
3,162
| – | – | 0.1% | 166 |
|
|
2024
Q2 | $277K | Buy |
+3,162
| New | +$277K | 0.1% | 175 |
|
|
2023
Q4 | $275K | Hold |
3,162
| – | – | 0.11% | 166 |
|
|
2023
Q3 | $247K | Hold |
3,162
| – | – | 0.12% | 160 |
|
|
2023
Q2 | $279K | Hold |
3,162
| – | – | 0.13% | 156 |
|
|
2023
Q1 | $268K | Hold |
3,162
| – | – | 0.13% | 154 |
|
|
2022
Q4 | $266K | Hold |
3,162
| – | – | 0.14% | 149 |
|
|
2022
Q3 | $257K | Hold |
3,162
| – | – | 0.15% | 148 |
|
|
2022
Q2 | $291K | Hold |
3,162
| – | – | 0.16% | 135 |
|
|
2022
Q1 | $342K | Hold |
3,162
| – | – | 0.16% | 137 |
|
|
2021
Q4 | $367K | Sell |
3,162
-2,719
| -46% | -$316K | 0.16% | 143 |
|
|
2021
Q3 | $602K | Hold |
5,881
| – | – | 0.27% | 94 |
|
|
2021
Q2 | $600K | Buy |
+5,881
| New | +$600K | 0.25% | 108 |
|
|
2020
Q4 | $550K | Buy |
6,425
+303
| +5% | +$25.9K | 0.27% | 100 |
|
|
2020
Q3 | $489K | Buy |
6,122
+235
| +4% | +$18.8K | 0.3% | 93 |
|
|
2020
Q2 | $464K | Sell |
5,887
-107
| -2% | -$8.43K | 0.33% | 89 |
|
|
2020
Q1 | $417K | Buy |
+5,994
| New | +$417K | 0.38% | 78 |
|