Regis Acquisition’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $5.65M | Buy |
64,384
+5,408
| +9% | +$474K | 3.44% | 8 |
|
2024
Q1 | $5.3M | Buy |
58,976
+2,787
| +5% | +$251K | 3.23% | 9 |
|
2023
Q4 | $5.14M | Buy |
56,189
+33,377
| +146% | +$3.05M | 1.97% | 12 |
|
2023
Q3 | $1.78M | Sell |
22,812
-21,386
| -48% | -$1.67M | 0.75% | 20 |
|
2023
Q2 | $3.83M | Buy |
44,198
+12,426
| +39% | +$1.08M | 1.59% | 15 |
|
2023
Q1 | $2.7M | Buy |
+31,772
| New | +$2.7M | 1.28% | 18 |
|