RWP
RWA Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,187
| Closed | -$576K | – | 229 |
|
|
2019
Q4 | $576K | Sell |
6,187
-61,616
| -91% | -$5.74M | 0.06% | 155 |
|
|
2019
Q3 | $6.34M | Sell |
67,803
-14,286
| -17% | -$1.34M | 0.67% | 40 |
|
|
2019
Q2 | $7.17M | Buy |
82,089
+27,718
| +51% | +$2.42M | 0.77% | 35 |
|
|
2019
Q1 | $4.73M | Sell |
54,371
-17,001
| -24% | -$1.48M | 0.54% | 45 |
|
|
2018
Q4 | $5.35M | Buy |
71,372
+49,706
| +229% | +$3.73M | 0.7% | 37 |
|
|
2018
Q3 | $1.73M | Buy |
+21,666
| New | +$1.73M | 0.19% | 97 |
|