Benjamin F. Edwards & Company’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $0 | Hold |
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|
2023
Q3 | $0 | Hold |
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|
2023
Q2 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $42K | Sell |
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|
2021
Q4 | $47K | Sell |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $27K | Sell |
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|
2019
Q4 | $57K | Sell |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $65K | Buy |
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|
2019
Q1 | $59K | Sell |
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|
2018
Q4 | $70K | Sell |
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|
2018
Q3 | $243K | Buy |
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|
2018
Q2 | $47K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $499K | Sell |
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|
2016
Q2 | $517K | Sell |
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|
2016
Q1 | $509K | Buy |
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|
2015
Q4 | $481K | Buy |
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|
2015
Q3 | $427K | Buy |
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|
2015
Q2 | $412K | Buy |
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|
2015
Q1 | $432K | Buy |
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|
2014
Q4 | $398K | Buy |
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|
2014
Q3 | $354K | Buy |
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|
2014
Q2 | $357K | Buy |
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|
2014
Q1 | $327K | Buy |
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|
2013
Q4 | $286K | Buy |
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|
2013
Q3 | $281K | Sell |
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|
2013
Q2 | $295K | Buy |
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