Abbrea Capital’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
Q2 | – | Sell |
-3,750
| Closed | -$261K | – | 190 |
|
|
2020
Q1 | $261K | Hold |
3,750
| – | – | 0.07% | 159 |
|
|
2019
Q4 | $349K | Sell |
3,750
-40
| -1% | -$3.72K | 0.07% | 156 |
|
|
2019
Q3 | $355K | Hold |
3,790
| – | – | 0.08% | 150 |
|
|
2019
Q2 | $331K | Hold |
3,790
| – | – | 0.08% | 152 |
|
|
2019
Q1 | $330K | Hold |
3,790
| – | – | 0.09% | 137 |
|
|
2018
Q4 | $284K | Sell |
3,790
-1,500
| -28% | -$112K | 0.09% | 140 |
|
|
2018
Q3 | $427K | Hold |
5,290
| – | – | 0.13% | 122 |
|
|
2018
Q2 | $430K | Hold |
5,290
| – | – | 0.13% | 120 |
|
|
2018
Q1 | $399K | Buy |
5,290
+475
| +10% | +$35.8K | 0.13% | 121 |
|
|
2017
Q4 | $390K | Buy |
+4,815
| New | +$390K | 0.13% | 118 |
|