Stevens Capital 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
2023 Q3	–	Sell	-5,009	Closed	-$433K	–	48
2023 Q2	$433K	Buy	5,009 +79	+2%	+$6.84K	0.34%	39
2023 Q1	$419K	Sell	4,930 -500	-9%	-$42.5K	0.35%	40
2022 Q4	$457K	Buy	+5,430	New	+$457K	0.4%	39