Westshore Wealth’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
2021
Q3
Sell
-3,000
Closed -$306K 108
2021
Q2
$306K Hold
3,000
0.16% 98
2021
Q1
$276K Buy
+3,000
New +$276K 0.16% 101
2019
Q4
$859K Buy
+9,228
New +$859K 0.95% 17