Tradition Wealth Management’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
Q1 | – | Sell |
-151
| Closed | -$14K | – | 806 |
|
|
2023
Q4 | $14K | Hold |
151
| – | – | ﹤0.01% | 925 |
|
|
2023
Q3 | $12K | Buy |
151
+100
| +196% | +$7.95K | ﹤0.01% | 974 |
|
|
2023
Q2 | $4K | Sell |
51
-6
| -11% | -$471 | ﹤0.01% | 1278 |
|
|
2023
Q1 | $5K | Sell |
57
-19
| -25% | -$1.67K | ﹤0.01% | 1149 |
|
|
2022
Q4 | $6K | Buy |
76
+1
| +1% | +$79 | ﹤0.01% | 1015 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 1036 |
|
|
2022
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 899 |
|