AG
Appleton Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,507
| Closed | -$271K | – | 35 |
|
|
2022
Q1 | $271K | Buy |
2,507
+2
| +0.1% | +$216 | 0.38% | 35 |
|
|
2021
Q4 | $291K | Buy |
+2,505
| New | +$291K | 0.29% | 45 |
|
|
2021
Q3 | – | Sell |
-3,079
| Closed | -$314K | – | 47 |
|
|
2021
Q2 | $314K | Sell |
3,079
-38
| -1% | -$3.88K | 0.24% | 39 |
|
|
2021
Q1 | $287K | Buy |
+3,117
| New | +$287K | 0.38% | 35 |
|
|
2020
Q4 | – | Sell |
-3,035
| Closed | -$242K | – | 35 |
|
|
2020
Q3 | $242K | Sell |
3,035
-1,170
| -28% | -$93.3K | 0.38% | 23 |
|
|
2020
Q2 | $331K | Buy |
+4,205
| New | +$331K | 0.4% | 23 |
|
|
2020
Q1 | – | Sell |
-3,764
| Closed | -$350K | – | 20 |
|
|
2019
Q4 | $350K | Sell |
3,764
-1,048
| -22% | -$97.5K | 0.44% | 26 |
|
|
2019
Q3 | $450K | Sell |
4,812
-45
| -0.9% | -$4.21K | 0.52% | 22 |
|
|
2019
Q2 | $424K | Sell |
4,857
-394
| -8% | -$34.4K | 0.47% | 23 |
|
|
2019
Q1 | $457K | Buy |
+5,251
| New | +$457K | 0.44% | 25 |
|
|
2016
Q4 | – | Sell |
-68,678
| Closed | -$5.54M | – | 30 |
|
|
2016
Q3 | $5.54M | Sell |
68,678
-13,818
| -17% | -$1.11M | 6.68% | 6 |
|
|
2016
Q2 | $6.8M | Sell |
82,496
-44,716
| -35% | -$3.68M | 11.32% | 4 |
|
|
2016
Q1 | $9.91M | Sell |
127,212
-13,894
| -10% | -$1.08M | 11.76% | 5 |
|
|
2015
Q4 | $10.6M | Buy |
141,106
+1,242
| +0.9% | +$93.2K | 13.79% | 4 |
|
|
2015
Q3 | $9.92M | Buy |
+139,864
| New | +$9.92M | 29.04% | 1 |
|
|
2015
Q2 | – | Sell |
-120,996
| Closed | -$9.6M | – | 26 |
|
|
2015
Q1 | $9.6M | Sell |
120,996
-17,179
| -12% | -$1.36M | 10.21% | 6 |
|
|
2014
Q4 | $10.6M | Buy |
138,175
+2,365
| +2% | +$182K | 12.85% | 2 |
|
|
2014
Q3 | $9.4M | Sell |
135,810
-3,151
| -2% | -$218K | 11.87% | 4 |
|
|
2014
Q2 | $9.98M | Buy |
138,961
+861
| +0.6% | +$61.8K | 11.08% | 4 |
|
|
2014
Q1 | $9.35M | Sell |
138,100
-1,622
| -1% | -$110K | 11.47% | 5 |
|
|
2013
Q4 | $8.81M | Buy |
139,722
+8,063
| +6% | +$509K | 11.62% | 5 |
|
|
2013
Q3 | $8.4M | Buy |
131,659
+19,697
| +18% | +$1.26M | 11.5% | 5 |
|
|
2013
Q2 | $7.44M | Buy |
+111,962
| New | +$7.44M | 14.35% | 4 |
|