Second Half Financial Partners’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
Q4 | – | Sell |
-58,050
| Closed | -$5.91M | – | 102 |
|
|
2024
Q3 | $5.91M | Buy |
+58,050
| New | +$5.91M | 3.13% | 7 |
|
|
2024
Q1 | – | Sell |
-6,187
| Closed | -$566K | – | 69 |
|
|
2023
Q4 | $566K | Sell |
6,187
-332
| -5% | -$30.3K | 0.28% | 32 |
|
|
2023
Q3 | $509K | Sell |
6,519
-59
| -0.9% | -$4.61K | 0.25% | 25 |
|
|
2023
Q2 | $569K | Sell |
6,578
-11
| -0.2% | -$952 | 0.13% | 101 |
|
|
2023
Q1 | $559K | Hold |
6,589
| – | – | 0.33% | 22 |
|
|
2022
Q4 | $610K | Sell |
6,589
-1,391
| -17% | -$129K | 0.4% | 25 |
|
|
2022
Q3 | $650K | Buy |
+7,980
| New | +$650K | 0.81% | 21 |
|