Boys Arnold & Co’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
Q2 | – | Sell |
-6,340
| Closed | -$441K | – | 115 |
|
|
2020
Q1 | $441K | Sell |
6,340
-20
| -0.3% | -$1.39K | 0.08% | 171 |
|
|
2019
Q4 | $592K | Buy |
6,360
+583
| +10% | +$54.3K | 0.08% | 178 |
|
|
2019
Q3 | $538K | Sell |
5,777
-132
| -2% | -$12.3K | 0.08% | 183 |
|
|
2019
Q2 | $516K | Hold |
5,909
| – | – | 0.07% | 194 |
|
|
2019
Q1 | $514K | Hold |
5,909
| – | – | 0.08% | 190 |
|
|
2018
Q4 | $441K | Sell |
5,909
-500
| -8% | -$37.3K | 0.07% | 195 |
|
|
2018
Q3 | $509K | Sell |
6,409
-388
| -6% | -$30.8K | 0.07% | 194 |
|
|
2018
Q2 | $548K | Sell |
6,797
-400
| -6% | -$32.3K | 0.08% | 196 |
|
|
2018
Q1 | $532K | Sell |
7,197
-600
| -8% | -$44.4K | 0.08% | 198 |
|
|
2017
Q4 | $632K | Hold |
7,797
| – | – | 0.1% | 182 |
|
|
2017
Q3 | $623K | Sell |
7,797
-1,887
| -19% | -$151K | 0.1% | 181 |
|
|
2017
Q2 | $772K | Buy |
9,684
+1,000
| +12% | +$79.7K | 0.1% | 162 |
|
|
2017
Q1 | $682K | Buy |
8,684
+769
| +10% | +$60.4K | 0.11% | 167 |
|
|
2016
Q4 | $609K | Sell |
7,915
-39
| -0.5% | -$3K | 0.1% | 168 |
|
|
2016
Q3 | $641K | Buy |
7,954
+3,449
| +77% | +$278K | 0.11% | 158 |
|
|
2016
Q2 | $371K | Buy |
+4,505
| New | +$371K | 0.06% | 208 |
|