Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-798
| Closed | -$75K | – | 173 |
|
|
2019
Q3 | $75K | Buy |
798
+6
| +0.8% | +$564 | 0.03% | 111 |
|
|
2019
Q2 | $69K | Sell |
792
-51
| -6% | -$4.44K | 0.03% | 112 |
|
|
2019
Q1 | $73K | Buy |
843
+6
| +0.7% | +$520 | 0.03% | 109 |
|
|
2018
Q4 | $63K | Buy |
837
+5
| +0.6% | +$376 | 0.03% | 110 |
|
|
2018
Q3 | $67K | Sell |
832
-38
| -4% | -$3.06K | 0.03% | 111 |
|
|
2018
Q2 | $70K | Hold |
870
| – | – | 0.03% | 110 |
|
|
2018
Q1 | $66K | Buy |
870
+7
| +0.8% | +$531 | 0.03% | 113 |
|
|
2017
Q4 | $70K | Sell |
863
-665
| -44% | -$53.9K | 0.04% | 117 |
|
|
2017
Q3 | $122K | Buy |
1,528
+345
| +29% | +$27.5K | 0.07% | 93 |
|
|
2017
Q2 | $94K | Buy |
1,183
+344
| +41% | +$27.3K | 0.06% | 107 |
|
|
2017
Q1 | $66K | Buy |
839
+8
| +1% | +$629 | 0.04% | 129 |
|
|
2016
Q4 | $64K | Buy |
831
+78
| +10% | +$6.01K | 0.05% | 114 |
|
|
2016
Q3 | $61K | Buy |
753
+6
| +0.8% | +$486 | 0.05% | 115 |
|
|
2016
Q2 | $62K | Buy |
747
+7
| +0.9% | +$581 | 0.05% | 126 |
|
|
2016
Q1 | $58K | Buy |
740
+9
| +1% | +$705 | 0.05% | 129 |
|
|
2015
Q4 | $55K | Buy |
731
+15
| +2% | +$1.13K | 0.05% | 101 |
|
|
2015
Q3 | $51K | Sell |
716
-312
| -30% | -$22.2K | 0.05% | 97 |
|
|
2015
Q2 | $73K | Buy |
+1,028
| New | +$73K | 0.07% | 91 |
|