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Trifecta Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Trifecta Capital Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-193
Closed -$16.4K – 422
2023
Q1 		$16.4K Sell
193
-219
-53% -$18.6K 0.01% 191
2022
Q4 		$34.7K Buy
+412
New +$34.7K 0.01% 145