Avalon Investment & Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$788K | – | 331 |
|
|
2020
Q2 | $788K | Hold |
10,000
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $696K | Buy |
+10,000
| New | +$696K | 0.02% | 236 |
|
|
2017
Q1 | – | Sell |
-8,072
| Closed | -$621K | – | 366 |
|
|
2016
Q4 | $621K | Buy |
8,072
+55
| +0.7% | +$4.23K | 0.02% | 271 |
|
|
2016
Q3 | $646K | Buy |
8,017
+14
| +0.2% | +$1.13K | 0.02% | 246 |
|
|
2016
Q2 | $659K | Buy |
+8,003
| New | +$659K | 0.03% | 216 |
|