SWA
Sutton Wealth Advisors’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 |
-644
| Closed | -$59.9K | – | 1236 |
|
|
2019
Q4 | $59.9K | Hold |
644
| – | – | 0.03% | 279 |
|
|
2019
Q3 | $60.2K | Hold |
644
| – | – | 0.03% | 261 |
|
|
2019
Q2 | $56.2K | Hold |
644
| – | – | 0.03% | 277 |
|
|
2019
Q1 | $56.1K | Hold |
644
| – | – | 0.03% | 268 |
|
|
2018
Q4 | $48.3K | Buy |
+644
| New | +$48.3K | 0.03% | 280 |
|