HCR WEALTH ADVISORS – iShares U.S. Real Estate ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$826,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-11.48%
quarter
iShares U.S. Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.23% | -910 shares | -191K | $81.42 | 10.14K |
| Q2 2022 | share | Decrease | -3.49% | -400 shares | -222K | $91.98 | 11.05K |
| Q1 2022 | share | Increase | +1.61% | 181 shares | -70K | $108.22 | 11.45K |
| Q4 2021 | share | Decrease | -4.09% | -480 shares | 106K | $115.95 | 11.27K |
| Q3 2021 | share | 0.00% | 0 shares | 5K | $102.39 | 11.75K | |
| Q2 2021 | share | Decrease | -0.37% | -44 shares | 114K | $101.66 | 11.75K |
| Q1 2021 | share | Decrease | -28.21% | -4.63K shares | -323K | $91.23 | 11.79K |
| Q4 2020 | share | Decrease | -0.15% | -25 shares | 93K | $84.58 | 16.42K |
| Q3 2020 | share | Decrease | -1.87% | -314 shares | -37K | $78.27 | 16.45K |
| Q2 2020 | share | Decrease | -11.46% | -2.17K shares | 33K | $76.78 | 16.76K |
| Q1 2020 | share | Increase | +5.49% | 985 shares | -353K | $67.34 | 18.93K |
| Q4 2019 | share | Increase | +33.55% | 4.51K shares | 414K | $89.28 | 17.95K |
| Q3 2019 | share | Decrease | -20.96% | -3.56K shares | -228K | $88.85 | 13.44K |
| Q2 2019 | share | Increase | +0.15% | 25 shares | 7K | $82.34 | 17.00K |
| Q1 2019 | share | Increase | +25.03% | 3.4K shares | 460K | $81.47 | 16.98K |
| Q4 2018 | share | Decrease | -0.91% | -125 shares | -40K | $69.65 | 13.58K |
| Q3 2018 | share | Decrease | -5.81% | -845 shares | -115K | $73.92 | 13.70K |
| Q2 2018 | share | Decrease | -3.26% | -490 shares | 38K | $73.7 | 14.55K |
| Q1 2018 | share | Decrease | -7.02% | -1.13K shares | -176K | $68.37 | 15.04K |
| Q4 2017 | share | Decrease | -2.82% | -470 shares | -19K | $72.78 | 16.17K |
| Q3 2017 | share | Decrease | -0.60% | -100 shares | -6K | $70.99 | 16.64K |
| Q2 2017 | share | Decrease | -10.82% | -2.03K shares | -138K | $70.29 | 16.74K |
| Q1 2017 | share | Decrease | -0.65% | -122 shares | 20K | $68.55 | 18.78K |
| Q4 2016 | share | Increase | 0.00% | 18.90K shares | 1.45M | $66.56 | 18.90K |