Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,958
| Closed | -$834K | – | 397 |
|
|
2019
Q4 | $834K | Buy |
8,958
+138
| +2% | +$12.8K | 0.13% | 157 |
|
|
2019
Q3 | $824K | Buy |
8,820
+52
| +0.6% | +$4.86K | 0.17% | 136 |
|
|
2019
Q2 | $767K | Sell |
8,768
-1,654
| -16% | -$145K | 0.1% | 163 |
|
|
2019
Q1 | $906K | Buy |
10,422
+341
| +3% | +$29.6K | 0.2% | 125 |
|
|
2018
Q4 | $755K | Buy |
+10,081
| New | +$755K | 0.2% | 126 |
|