AlphaStar Capital Management’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
Q1 | – | Sell |
-27,654
| Closed | -$3.02M | – | 401 |
|
2021
Q4 | $3.02M | Sell |
27,654
-7,082
| -20% | -$774K | 0.24% | 87 |
|
2021
Q3 | $3.8M | Buy |
34,736
+15,523
| +81% | +$1.7M | 0.26% | 79 |
|
2021
Q2 | $2.04M | Buy |
+19,213
| New | +$2.04M | 0.26% | 79 |
|
2017
Q4 | – | Sell |
-4,664
| Closed | -$373K | – | 203 |
|
2017
Q3 | $373K | Buy |
+4,664
| New | +$373K | 0.37% | 53 |
|