TrueWealth LLC’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $357K | Buy |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $447K | Sell |
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|
2018
Q2 | $564K | Sell |
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|
2018
Q1 | $634K | Buy |
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|
2017
Q4 | $620K | Buy |
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