Brookmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,174
| Closed | -$389K | – | 64 |
|
|
2019
Q4 | $389K | Buy |
4,174
+237
| +6% | +$22.1K | 0.23% | 57 |
|
|
2019
Q3 | $368K | Buy |
+3,937
| New | +$368K | 0.21% | 61 |
|
|
2015
Q3 | – | Sell |
-132,890
| Closed | -$9.48M | – | 58 |
|
|
2015
Q2 | $9.48M | Buy |
132,890
+11,745
| +10% | +$838K | 2.4% | 21 |
|
|
2015
Q1 | $9.61M | Buy |
121,145
+14,051
| +13% | +$1.11M | 2.41% | 20 |
|
|
2014
Q4 | $8.23M | Sell |
107,094
-30,131
| -22% | -$2.32M | 2.38% | 22 |
|
|
2014
Q3 | $9.5M | Sell |
137,225
-6,826
| -5% | -$472K | 2.43% | 21 |
|
|
2014
Q2 | $10.3M | Buy |
144,051
+16,123
| +13% | +$1.16M | 2.49% | 23 |
|
|
2014
Q1 | $8.66M | Buy |
127,928
+3,175
| +3% | +$215K | 2.38% | 30 |
|
|
2013
Q4 | $7.87M | Buy |
124,753
+14,831
| +13% | +$935K | 2.17% | 31 |
|
|
2013
Q3 | $7.01M | Buy |
109,922
+23,900
| +28% | +$1.52M | 2.28% | 35 |
|
|
2013
Q2 | $5.71M | Buy |
+86,022
| New | +$5.71M | 2.37% | 34 |
|