AUA Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-104
| Closed | -$8.76K | – | 209 |
|
2022
Q4 | $8.76K | Hold |
104
| – | – | 0.01% | 160 |
|
2022
Q3 | $8K | Hold |
104
| – | – | 0.01% | 171 |
|
2022
Q2 | $10K | Hold |
104
| – | – | 0.01% | 172 |
|
2022
Q1 | $11K | Hold |
104
| – | – | 0.01% | 172 |
|
2021
Q4 | $12K | Hold |
104
| – | – | 0.01% | 159 |
|
2021
Q3 | $11K | Hold |
104
| – | – | 0.01% | 155 |
|
2021
Q2 | $11K | Hold |
104
| – | – | 0.01% | 159 |
|
2021
Q1 | $10K | Hold |
104
| – | – | 0.01% | 169 |
|
2020
Q4 | $9K | Hold |
104
| – | – | 0.01% | 168 |
|
2020
Q3 | $8K | Hold |
104
| – | – | 0.01% | 166 |
|
2020
Q2 | $8K | Hold |
104
| – | – | 0.01% | 146 |
|
2020
Q1 | $7K | Hold |
104
| – | – | 0.01% | 162 |
|
2019
Q4 | $10K | Sell |
104
-97
| -48% | -$9.33K | 0.01% | 158 |
|
2019
Q3 | $19K | Hold |
201
| – | – | 0.02% | 140 |
|
2019
Q2 | $18K | Hold |
201
| – | – | 0.01% | 142 |
|
2019
Q1 | $17K | Hold |
201
| – | – | 0.01% | 142 |
|
2018
Q4 | $15K | Hold |
201
| – | – | 0.01% | 144 |
|
2018
Q3 | $16K | Hold |
201
| – | – | 0.01% | 146 |
|
2018
Q2 | $16K | Hold |
201
| – | – | 0.01% | 145 |
|
2018
Q1 | $15K | Hold |
201
| – | – | 0.01% | 151 |
|
2017
Q4 | $16K | Hold |
201
| – | – | 0.01% | 154 |
|
2017
Q3 | $16K | Hold |
201
| – | – | 0.01% | 151 |
|
2017
Q2 | $16K | Hold |
201
| – | – | 0.01% | 154 |
|
2017
Q1 | $16K | Hold |
201
| – | – | 0.02% | 135 |
|
2016
Q4 | $15K | Buy |
+201
| New | +$15K | 0.01% | 142 |
|