American Portfolios Advisors’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
Q3 | $144K | Sell |
1,768
-266
| -13% | -$21.7K | 0.01% | 1157 |
|
|
2022
Q2 | $187K | Sell |
2,034
-139
| -6% | -$12.8K | 0.01% | 1078 |
|
|
2022
Q1 | $235K | Sell |
2,173
-2,204
| -50% | -$239K | 0.01% | 1082 |
|
|
2021
Q4 | $508K | Buy |
4,377
+2,227
| +104% | +$259K | 0.02% | 729 |
|
|
2021
Q3 | $220K | Buy |
2,150
+141
| +7% | +$14.4K | 0.01% | 1069 |
|
|
2021
Q2 | $205K | Sell |
2,009
-15
| -0.7% | -$1.53K | 0.01% | 1087 |
|
|
2021
Q1 | $186K | Buy |
2,024
+70
| +4% | +$6.44K | 0.01% | 1052 |
|
|
2020
Q4 | $167K | Sell |
1,954
-50
| -2% | -$4.28K | 0.01% | 955 |
|
|
2020
Q3 | $160K | Sell |
2,004
-492
| -20% | -$39.3K | 0.01% | 889 |
|
|
2020
Q2 | $197K | Buy |
2,496
+1
| +0% | +$79 | 0.01% | 740 |
|
|
2020
Q1 | $174K | Sell |
2,495
-2,142
| -46% | -$149K | 0.01% | 698 |
|
|
2019
Q4 | $432K | Sell |
4,637
-4,321
| -48% | -$402K | 0.03% | 475 |
|
|
2019
Q3 | $838K | Buy |
8,958
+289
| +3% | +$27K | 0.07% | 275 |
|
|
2019
Q2 | $757K | Buy |
8,669
+4,043
| +87% | +$353K | 0.06% | 292 |
|
|
2019
Q1 | $403K | Sell |
4,626
-4,412
| -49% | -$384K | 0.04% | 419 |
|
|
2018
Q4 | $677K | Buy |
9,038
+6,997
| +343% | +$524K | 0.08% | 228 |
|
|
2018
Q3 | $163K | Hold |
2,041
| – | – | 0.02% | 658 |
|
|
2018
Q2 | $164K | Hold |
2,041
| – | – | 0.02% | 631 |
|
|
2018
Q1 | $154K | Buy |
2,041
+305
| +18% | +$23K | 0.02% | 613 |
|
|
2017
Q4 | $141K | Buy |
+1,736
| New | +$141K | 0.02% | 626 |
|