River 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
2019
Q1
Sell
-520
Closed -$39K 332
2018
Q4
$39K Hold
520
0.02% 270
2018
Q3
$42K Sell
520
-10
-2% -$808 0.02% 295
2018
Q2
$43K Buy
+530
New +$43K 0.02% 286