Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 989 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 856 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 924 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$3K | – | 826 |
|
|
2013
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 751 |
|
|
2013
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 626 |
|
|
2013
Q2 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 662 |
|