Altavista Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $411K | Sell |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $426K | Hold |
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|
2019
Q3 | $428K | Hold |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $354K | Sell |
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|
2018
Q4 | $316K | Buy |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $340K | Hold |
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|
2018
Q1 | $318K | Buy |
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|
2017
Q4 | $320K | Buy |
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|
2017
Q3 | $316K | Buy |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $319K | Sell |
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|
2016
Q4 | $377K | Buy |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $351K | Buy |
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|
2016
Q1 | $316K | Buy |
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|
2015
Q4 | $305K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $314K | Buy |
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|
2014
Q4 | $293K | Buy |
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|
2014
Q3 | $222K | Buy |
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|
2014
Q2 | $223K | Buy |
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|
2014
Q1 | $210K | Buy |
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