Sugarloaf Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.7K | Buy |
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|
2024
Q3 | $17.1K | Sell |
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|
2024
Q2 | $17.5K | Buy |
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|
2024
Q1 | $17.8K | Buy |
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|
2023
Q4 | $18K | Buy |
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|
2023
Q3 | $15.1K | Hold |
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|
2023
Q2 | $16.8K | Sell |
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|
2023
Q1 | $83.6K | Hold |
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|
2022
Q4 | $82.8K | Buy |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $114K | Sell |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $105K | Buy |
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|
2021
Q1 | $119 | Sell |
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|
2020
Q4 | $150K | Sell |
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|
2020
Q3 | $170K | Sell |
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|
2020
Q2 | $189K | Sell |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $1.34M | Buy |
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