TD Private Client Wealth’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
Q2 | – | Sell |
-125
| Closed | -$11.2K | – | 1237 |
|
|
2024
Q1 | $11.2K | Buy |
+125
| New | +$11.2K | ﹤0.01% | 1025 |
|
|
2023
Q1 | – | Sell |
-23,436
| Closed | -$1.97M | – | 1256 |
|
|
2022
Q4 | $1.97M | Buy |
23,436
+587
| +3% | +$49.4K | 0.09% | 219 |
|
|
2022
Q3 | $1.86M | Hold |
22,849
| – | – | 0.1% | 216 |
|
|
2022
Q2 | $2.1M | Sell |
22,849
-677
| -3% | -$62.3K | 0.1% | 199 |
|
|
2022
Q1 | $2.55M | Buy |
23,526
+127
| +0.5% | +$13.7K | 0.11% | 191 |
|
|
2021
Q4 | $2.72M | Buy |
23,399
+48
| +0.2% | +$5.58K | 0.11% | 184 |
|
|
2021
Q3 | $2.39M | Sell |
23,351
-1,682
| -7% | -$172K | 0.1% | 199 |
|
|
2021
Q2 | $2.55M | Sell |
25,033
-562
| -2% | -$57.3K | 0.11% | 196 |
|
|
2021
Q1 | $2.35M | Sell |
25,595
-4,211
| -14% | -$387K | 0.11% | 198 |
|
|
2020
Q4 | $2.55M | Buy |
+29,806
| New | +$2.55M | 0.13% | 171 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$5.31K | – | 1105 |
|
|
2019
Q4 | $5.31K | Buy |
+57
| New | +$5.31K | ﹤0.01% | 811 |
|