WEPOG
Wealth Enhancement & Preservation of GA’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,234
| Closed | -$1.24M | – | 54 |
|
|
2022
Q3 | $1.24M | Buy |
15,234
+12,035
| +376% | +$980K | 1.99% | 17 |
|
|
2022
Q2 | $285K | Sell |
3,199
-1,794
| -36% | -$160K | 0.3% | 49 |
|
|
2022
Q1 | $540K | Buy |
4,993
+710
| +17% | +$76.8K | 0.42% | 40 |
|
|
2021
Q4 | $497K | Buy |
4,283
+393
| +10% | +$45.6K | 0.34% | 38 |
|
|
2021
Q3 | $398K | Buy |
3,890
+145
| +4% | +$14.8K | 0.31% | 41 |
|
|
2021
Q2 | $382K | Buy |
3,745
+154
| +4% | +$15.7K | 0.28% | 45 |
|
|
2021
Q1 | $341K | Sell |
3,591
-57
| -2% | -$5.41K | 0.26% | 45 |
|
|
2020
Q4 | $312K | Sell |
3,648
-3,015
| -45% | -$258K | 0.27% | 46 |
|
|
2020
Q3 | $497K | Buy |
6,663
+1,194
| +22% | +$89.1K | 0.51% | 47 |
|
|
2020
Q2 | $402K | Sell |
5,469
-4,652
| -46% | -$342K | 0.5% | 43 |
|
|
2020
Q1 | $682K | Buy |
+10,121
| New | +$682K | 0.65% | 22 |
|