Advisornet Financial’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 |
-2
| Closed | -$156 | – | 2461 |
|
|
2023
Q3 | $156 | Sell |
2
-265
| -99% | -$20.7K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $23.1K | Hold |
267
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $22.7K | Hold |
267
| – | – | ﹤0.01% | 1035 |
|
|
2022
Q4 | $22.5K | Sell |
267
-225
| -46% | -$18.9K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $40K | Sell |
492
-383
| -44% | -$31.1K | ﹤0.01% | 908 |
|
|
2022
Q2 | $80K | Sell |
875
-161
| -16% | -$14.7K | 0.01% | 735 |
|
|
2022
Q1 | $112K | Buy |
1,036
+2
| +0.2% | +$216 | 0.01% | 710 |
|
|
2021
Q4 | $120K | Buy |
1,034
+5
| +0.5% | +$580 | 0.01% | 731 |
|
|
2021
Q3 | $105K | Hold |
1,029
| – | – | 0.01% | 770 |
|
|
2021
Q2 | $105K | Buy |
1,029
+4
| +0.4% | +$408 | 0.01% | 765 |
|
|
2021
Q1 | $94K | Hold |
1,025
| – | – | 0.01% | 765 |
|
|
2020
Q4 | $88K | Sell |
1,025
-7,618
| -88% | -$654K | 0.01% | 726 |
|
|
2020
Q3 | $688K | Buy |
8,643
+2,589
| +43% | +$206K | 0.06% | 280 |
|
|
2020
Q2 | $477K | Buy |
6,054
+732
| +14% | +$57.7K | 0.04% | 348 |
|
|
2020
Q1 | $370K | Buy |
5,322
+3,408
| +178% | +$237K | 0.03% | 361 |
|
|
2019
Q4 | $178K | Buy |
1,914
+380
| +25% | +$35.3K | 0.02% | 527 |
|
|
2019
Q3 | $144K | Buy |
1,534
+13
| +0.9% | +$1.22K | 0.01% | 581 |
|
|
2019
Q2 | $133K | Sell |
1,521
-226
| -13% | -$19.8K | 0.01% | 531 |
|
|
2019
Q1 | $152K | Buy |
1,747
+402
| +30% | +$35K | 0.02% | 472 |
|
|
2018
Q4 | $101K | Sell |
1,345
-57
| -4% | -$4.28K | 0.01% | 515 |
|
|
2018
Q3 | $112K | Hold |
1,402
| – | – | 0.01% | 531 |
|
|
2018
Q2 | $113K | Hold |
1,402
| – | – | 0.02% | 498 |
|
|
2018
Q1 | $106K | Sell |
1,402
-1,427
| -50% | -$108K | 0.01% | 516 |
|
|
2017
Q4 | $229K | Buy |
+2,829
| New | +$229K | 0.03% | 323 |
|