Belpointe Asset 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
Q4 | – | Sell |
-2,646
| Closed | -$207K | – | 737 |
|
|
2023
Q3 | $207K | Buy |
+2,646
| New | +$207K | 0.02% | 593 |
|
|
2023
Q2 | – | Sell |
-540
| Closed | -$45.9K | – | 1989 |
|
|
2023
Q1 | $45.9K | Sell |
540
-2,165
| -80% | -$184K | ﹤0.01% | 1753 |
|
|
2022
Q4 | $228K | Buy |
2,705
+273
| +11% | +$23K | 0.01% | 839 |
|
|
2022
Q3 | $198K | Buy |
2,432
+101
| +4% | +$8.22K | 0.01% | 840 |
|
|
2022
Q2 | $214K | Sell |
2,331
-7,964
| -77% | -$731K | 0.01% | 798 |
|
|
2022
Q1 | $1.11M | Buy |
10,295
+7,194
| +232% | +$778K | 0.07% | 304 |
|
|
2021
Q4 | $360K | Sell |
3,101
-10,974
| -78% | -$1.27M | 0.02% | 633 |
|
|
2021
Q3 | $1.44M | Buy |
14,075
+12,284
| +686% | +$1.26M | 0.1% | 223 |
|
|
2021
Q2 | $183K | Buy |
1,791
+16
| +0.9% | +$1.64K | 0.01% | 863 |
|
|
2021
Q1 | $163K | Sell |
1,775
-995
| -36% | -$91.4K | 0.01% | 816 |
|
|
2020
Q4 | $237K | Buy |
+2,770
| New | +$237K | 0.02% | 644 |
|
|
2020
Q2 | – | Sell |
-31,026
| Closed | -$2.16M | – | 751 |
|
|
2020
Q1 | $2.16M | Buy |
31,026
+21,950
| +242% | +$1.53M | 0.38% | 57 |
|
|
2019
Q4 | $845K | Sell |
9,076
-7,329
| -45% | -$682K | 0.11% | 209 |
|
|
2019
Q3 | $1.54M | Buy |
16,405
+4,245
| +35% | +$397K | 0.25% | 97 |
|
|
2019
Q2 | $1.06M | Buy |
+12,160
| New | +$1.06M | 0.21% | 109 |
|
|
2019
Q1 | – | Sell |
-2,345
| Closed | -$176K | – | 509 |
|
|
2018
Q4 | $176K | Buy |
+2,345
| New | +$176K | 0.04% | 360 |
|