Redmont Wealth 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
-4,430
Closed -$361K 110
2022
Q3
$361K Hold
4,430
0.47% 54
2022
Q2
$407K Hold
4,430
0.49% 45
2022
Q1
$479K Hold
4,430
0.51% 50
2021
Q4
$515K Buy
+4,430
New +$515K 0.55% 42