WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.5K | Buy |
424
+3
| +0.7% | +$279 | 0.01% | 343 |
|
|
2024
Q3 | $42.9K | Buy |
+421
| New | +$42.9K | 0.01% | 356 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$2.67K | – | 533 |
|
|
2023
Q3 | $2.67K | Sell |
34
-52
| -60% | -$4.08K | ﹤0.01% | 741 |
|
|
2023
Q2 | $7.48K | Buy |
86
+52
| +153% | +$4.52K | ﹤0.01% | 620 |
|
|
2023
Q1 | $2.89K | Hold |
34
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $2.85K | Sell |
34
-47
| -58% | -$3.94K | ﹤0.01% | 370 |
|
|
2022
Q3 | $6.56K | Sell |
81
-17
| -17% | -$1.38K | ﹤0.01% | 295 |
|
|
2022
Q2 | $8.98K | Buy |
98
+19
| +24% | +$1.74K | 0.01% | 291 |
|
|
2022
Q1 | $8.59K | Buy |
+79
| New | +$8.59K | 0.01% | 316 |
|