Private Advisory Group’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
-12,955
Closed -$1.1M 222
2023
Q1
$1.1M Sell
12,955
-22,890
-64% -$1.94M 0.23% 81
2022
Q4
$3.02M Sell
35,845
-434
-1% -$36.5K 0.66% 46
2022
Q3
$2.95M Buy
+36,279
New +$2.95M 0.67% 46