Winch Advisory Services’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 Q4	–	Sell	-717	Closed	-$56K	–	453
2023 Q3	$56K	Sell	717 -39	-5%	-$3.05K	0.02%	131
2023 Q2	$65K	Sell	756 -130	-15%	-$11.2K	0.02%	117
2023 Q1	$75K	Sell	886 -47	-5%	-$3.98K	0.03%	110
2022 Q4	$79K	Buy	933 +162	+21%	+$13.7K	0.03%	105
2022 Q3	$63K	Buy	771 +2	+0.3%	+$163	0.03%	104
2022 Q2	$71K	Hold	769	–	–	0.03%	104
2022 Q1	$83K	Hold	769	–	–	0.03%	104
2021 Q4	$89K	Sell	769 -14	-2%	-$1.62K	0.03%	97
2021 Q3	$80K	Hold	783	–	–	0.03%	104
2021 Q2	$80K	Buy	783 +14	+2%	+$1.43K	0.03%	100
2021 Q1	$71K	Hold	769	–	–	0.03%	94
2020 Q4	$66K	Hold	769	–	–	0.03%	87
2020 Q3	$61K	Sell	769 -15	-2%	-$1.19K	0.03%	83
2020 Q2	$62K	Hold	784	–	–	0.03%	86
2020 Q1	$55K	Hold	784	–	–	0.03%	82
2019 Q4	$73K	Sell	784 -5	-0.6%	-$466	0.03%	93
2019 Q3	$74K	Sell	789 -42	-5%	-$3.94K	0.04%	90
2019 Q2	$73K	Hold	831	–	–	0.04%	92
2019 Q1	$72K	Sell	831 -14	-2%	-$1.21K	0.04%	97
2018 Q4	$63K	Sell	845 -22	-3%	-$1.64K	0.04%	89
2018 Q3	$69K	Hold	867	–	–	0.03%	93
2018 Q2	$70K	Hold	867	–	–	0.04%	99
2018 Q1	$65K	Hold	867	–	–	0.04%	103
2017 Q4	$70K	Hold	867	–	–	0.04%	87
2017 Q3	$71K	Sell	867 -2,989	-78%	-$245K	0.05%	78
2017 Q2	$308K	Sell	3,856 -104	-3%	-$8.31K	0.19%	64
2017 Q1	$311K	Sell	3,960 -52	-1%	-$4.08K	0.2%	66
2016 Q4	$309K	Buy	+4,012	New	+$309K	0.21%	59