Almanack Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,062
| Closed | -$1.88M | – | 689 |
|
|
2022
Q3 | $1.88M | Buy |
23,062
+12,696
| +122% | +$1.03M | 0.37% | 34 |
|
|
2022
Q2 | $953K | Buy |
10,366
+4,234
| +69% | +$389K | 0.1% | 142 |
|
|
2022
Q1 | $664K | Sell |
6,132
-3,765
| -38% | -$408K | 0.06% | 212 |
|
|
2021
Q4 | $1.15M | Sell |
9,897
-114
| -1% | -$13.2K | 0.09% | 134 |
|
|
2021
Q3 | $1.03M | Buy |
10,011
+2,363
| +31% | +$242K | 0.09% | 158 |
|
|
2021
Q2 | $780K | Sell |
7,648
-230
| -3% | -$23.5K | 0.07% | 164 |
|
|
2021
Q1 | $724K | Sell |
7,878
-3,306
| -30% | -$304K | 0.07% | 171 |
|
|
2020
Q4 | $958K | Buy |
+11,184
| New | +$958K | 0.11% | 116 |
|