Advisory Resource Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,255
| Closed | -$391K | – | 136 |
|
|
2021
Q1 | $391K | Buy |
4,255
+171
| +4% | +$15.7K | 0.18% | 72 |
|
|
2020
Q4 | $350K | Buy |
+4,084
| New | +$350K | 0.17% | 69 |
|
|
2020
Q3 | – | Sell |
-13,620
| Closed | -$1.07M | – | 104 |
|
|
2020
Q2 | $1.07M | Buy |
13,620
+514
| +4% | +$40.5K | 0.66% | 37 |
|
|
2020
Q1 | $912K | Buy |
13,106
+2,482
| +23% | +$173K | 0.7% | 37 |
|
|
2019
Q4 | $989K | Buy |
10,624
+945
| +10% | +$88K | 0.56% | 38 |
|
|
2019
Q3 | $905K | Buy |
9,679
+3,301
| +52% | +$309K | 0.49% | 39 |
|
|
2019
Q2 | $557K | Buy |
+6,378
| New | +$557K | 0.31% | 45 |
|