Burleson & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $219K | Hold |
2,600
| – | – | 0.05% | 120 |
|
|
2022
Q3 | $212K | Hold |
2,600
| – | – | 0.05% | 121 |
|
|
2022
Q2 | $239K | Hold |
2,600
| – | – | 0.05% | 105 |
|
|
2022
Q1 | $281K | Hold |
2,600
| – | – | 0.05% | 116 |
|
|
2021
Q4 | $302K | Hold |
2,600
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $266K | Hold |
2,600
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $265K | Hold |
2,600
| – | – | 0.04% | 124 |
|
|
2021
Q1 | $239K | Sell |
2,600
-396
| -13% | -$36.4K | 0.04% | 120 |
|
|
2020
Q4 | $257K | Hold |
2,996
| – | – | 0.04% | 120 |
|
|
2020
Q3 | $243K | Hold |
2,996
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $248K | Hold |
2,996
| – | – | 0.05% | 110 |
|
|
2020
Q1 | $225K | Hold |
2,996
| – | – | 0.06% | 108 |
|
|
2019
Q4 | $286K | Hold |
2,996
| – | – | 0.08% | 107 |
|
|
2019
Q3 | $285K | Hold |
2,996
| – | – | 0.1% | 93 |
|
|
2019
Q2 | $268K | Hold |
2,996
| – | – | 0.11% | 94 |
|
|
2019
Q1 | $263K | Hold |
2,996
| – | – | 0.11% | 95 |
|
|
2018
Q4 | $253K | Hold |
2,996
| – | – | 0.13% | 88 |
|
|
2018
Q3 | $242K | Hold |
2,996
| – | – | 0.14% | 91 |
|
|
2018
Q2 | $241K | Hold |
2,996
| – | – | 0.14% | 98 |
|
|
2018
Q1 | $226K | Hold |
2,996
| – | – | 0.15% | 95 |
|
|
2017
Q4 | $243K | Buy |
+2,996
| New | +$243K | 0.16% | 97 |
|