Tyler-Stone 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
Q2 | – | Sell |
-200
| Closed | -$18K | – | 941 |
|
2024
Q1 | $18K | Hold |
200
| – | – | 0.01% | 529 |
|
2023
Q4 | $18.3K | Hold |
200
| – | – | 0.01% | 509 |
|
2023
Q3 | $16K | Hold |
200
| – | – | 0.01% | 517 |
|
2023
Q2 | $17K | Buy |
+200
| New | +$17K | 0.01% | 505 |
|
2022
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 466 |
|