WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-87
| Closed | -$7.53K | – | 729 |
|
|
2023
Q2 | $7.53K | Hold |
87
| – | – | ﹤0.01% | 840 |
|
|
2023
Q1 | $7.39K | Buy |
+87
| New | +$7.39K | ﹤0.01% | 932 |
|
|
2016
Q3 | $7.02K | Buy |
+90
| New | +$7.02K | ﹤0.01% | 652 |
|
|
2015
Q4 | $14.3K | Buy |
+191
| New | +$14.3K | ﹤0.01% | 1034 |
|
|
2015
Q2 | – | Sell |
-184
| Closed | -$15K | – | 475 |
|
|
2015
Q1 | $15K | Buy |
+184
| New | +$15K | 0.01% | 345 |
|