AWM
Altavista Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $718K | Buy |
6,180
+1,080
| +21% | +$125K | 0.14% | 106 |
|
|
2021
Q3 | $522K | Sell |
5,100
-1,643
| -24% | -$168K | 0.12% | 116 |
|
|
2021
Q2 | $687K | Buy |
6,743
+1,568
| +30% | +$160K | 0.15% | 102 |
|
|
2021
Q1 | $476K | Buy |
5,175
+380
| +8% | +$35K | 0.12% | 119 |
|
|
2020
Q4 | $411K | Sell |
4,795
-400
| -8% | -$34.3K | 0.1% | 122 |
|
|
2020
Q3 | $415K | Buy |
5,195
+250
| +5% | +$20K | 0.11% | 110 |
|
|
2020
Q2 | $390K | Buy |
4,945
+960
| +24% | +$75.7K | 0.11% | 113 |
|
|
2020
Q1 | $277K | Sell |
3,985
-590
| -13% | -$41K | 0.09% | 130 |
|
|
2019
Q4 | $426K | Hold |
4,575
| – | – | 0.13% | 113 |
|
|
2019
Q3 | $428K | Hold |
4,575
| – | – | 0.13% | 108 |
|
|
2019
Q2 | $399K | Buy |
4,575
+507
| +12% | +$44.2K | 0.13% | 109 |
|
|
2019
Q1 | $354K | Sell |
4,068
-150
| -4% | -$13.1K | 0.13% | 115 |
|
|
2018
Q4 | $316K | Buy |
4,218
+1
| +0% | +$75 | 0.13% | 116 |
|
|
2018
Q3 | $337K | Buy |
4,217
+1
| +0% | +$80 | 0.13% | 119 |
|
|
2018
Q2 | $340K | Hold |
4,216
| – | – | 0.14% | 115 |
|
|
2018
Q1 | $318K | Buy |
4,216
+260
| +7% | +$19.6K | 0.13% | 111 |
|
|
2017
Q4 | $320K | Buy |
3,956
+1
| +0% | +$81 | 0.14% | 117 |
|
|
2017
Q3 | $316K | Buy |
3,955
+1
| +0% | +$80 | 0.15% | 102 |
|
|
2017
Q2 | $315K | Sell |
3,954
-114
| -3% | -$9.08K | 0.16% | 97 |
|
|
2017
Q1 | $319K | Sell |
4,068
-836
| -17% | -$65.6K | 0.16% | 97 |
|
|
2016
Q4 | $377K | Buy |
4,904
+4
| +0.1% | +$308 | 0.2% | 86 |
|
|
2016
Q3 | $395K | Buy |
4,900
+637
| +15% | +$51.4K | 0.22% | 88 |
|
|
2016
Q2 | $351K | Buy |
4,263
+202
| +5% | +$16.6K | 0.19% | 95 |
|
|
2016
Q1 | $316K | Buy |
4,061
+2
| +0% | +$156 | 0.18% | 99 |
|
|
2015
Q4 | $305K | Buy |
+4,059
| New | +$305K | 0.18% | 99 |
|
|
2015
Q2 | – | Sell |
-3,963
| Closed | -$314K | – | 109 |
|
|
2015
Q1 | $314K | Buy |
3,963
+200
| +5% | +$15.8K | 0.19% | 94 |
|
|
2014
Q4 | $293K | Buy |
3,763
+553
| +17% | +$43.1K | 0.18% | 95 |
|
|
2014
Q3 | $222K | Buy |
3,210
+101
| +3% | +$6.99K | 0.14% | 104 |
|
|
2014
Q2 | $223K | Buy |
3,109
+2
| +0.1% | +$143 | 0.14% | 112 |
|
|
2014
Q1 | $210K | Buy |
+3,107
| New | +$210K | 0.13% | 116 |
|