Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,955
| Closed | -$212K | – | 136 |
|
|
2022
Q1 | $212K | Sell |
1,955
-114
| -6% | -$12.4K | 0.15% | 132 |
|
|
2021
Q4 | $240K | Buy |
2,069
+57
| +3% | +$6.61K | 0.13% | 137 |
|
|
2021
Q3 | $206K | Buy |
+2,012
| New | +$206K | 0.12% | 144 |
|
|
2020
Q1 | – | Sell |
-43,542
| Closed | -$4.05M | – | 66 |
|
|
2019
Q4 | $4.05M | Buy |
+43,542
| New | +$4.05M | 3.57% | 7 |
|