RGT 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
Q3 | $616K | Buy |
+7,560
| New | +$616K | 0.1% | 35 |
|
|
2018
Q1 | – | Sell |
-3,237
| Closed | -$262K | – | 110 |
|
|
2017
Q4 | $262K | Hold |
3,237
| – | – | 0.14% | 75 |
|
|
2017
Q3 | $259K | Hold |
3,237
| – | – | 0.17% | 72 |
|
|
2017
Q2 | $258K | Sell |
3,237
-3,238
| -50% | -$258K | 0.18% | 63 |
|
|
2017
Q1 | $508K | Sell |
6,475
-109,771
| -94% | -$8.61M | 0.34% | 36 |
|
|
2016
Q4 | $8.94M | Buy |
116,246
+109,771
| +1,695% | +$8.45M | 5.03% | 4 |
|
|
2016
Q3 | $522K | Buy |
+6,475
| New | +$522K | 0.32% | 44 |
|