Azimuth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $215K | Hold |
1,985
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $231K | Buy |
+1,985
| New | +$231K | 0.01% | 309 |
|
|
2018
Q3 | – | Sell |
-3,952
| Closed | -$318K | – | 287 |
|
|
2018
Q2 | $318K | Hold |
3,952
| – | – | 0.02% | 254 |
|
|
2018
Q1 | $298K | Hold |
3,952
| – | – | 0.02% | 262 |
|
|
2017
Q4 | $320K | Hold |
3,952
| – | – | 0.02% | 264 |
|
|
2017
Q3 | $316K | Hold |
3,952
| – | – | 0.02% | 261 |
|
|
2017
Q2 | $315K | Hold |
3,952
| – | – | 0.02% | 253 |
|
|
2017
Q1 | $310K | Hold |
3,952
| – | – | 0.03% | 253 |
|
|
2016
Q4 | $304K | Sell |
3,952
-1,000
| -20% | -$76.9K | 0.03% | 250 |
|
|
2016
Q3 | $399K | Hold |
4,952
| – | – | 0.03% | 235 |
|
|
2016
Q2 | $408K | Hold |
4,952
| – | – | 0.04% | 234 |
|
|
2016
Q1 | $386K | Buy |
4,952
+200
| +4% | +$15.6K | 0.04% | 230 |
|
|
2015
Q4 | $357K | Buy |
4,752
+200
| +4% | +$15K | 0.03% | 236 |
|
|
2015
Q3 | $323K | Buy |
4,552
+600
| +15% | +$42.6K | 0.03% | 249 |
|
|
2015
Q2 | $282K | Hold |
3,952
| – | – | 0.03% | 264 |
|
|
2015
Q1 | $313K | Hold |
3,952
| – | – | 0.03% | 260 |
|
|
2014
Q4 | $304K | Hold |
3,952
| – | – | 0.03% | 257 |
|
|
2014
Q3 | $273K | Hold |
3,952
| – | – | 0.03% | 250 |
|
|
2014
Q2 | $284K | Hold |
3,952
| – | – | 0.03% | 247 |
|
|
2014
Q1 | $267K | Hold |
3,952
| – | – | 0.03% | 245 |
|
|
2013
Q4 | $249K | Hold |
3,952
| – | – | 0.03% | 245 |
|
|
2013
Q3 | $252K | Buy |
+3,952
| New | +$252K | 0.03% | 233 |
|