Calton & Associates’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
Q1 | – | Sell |
-11,303
| Closed | -$1.31M | – | 381 |
|
|
2021
Q4 | $1.31M | Buy |
11,303
+4,454
| +65% | +$517K | 0.35% | 70 |
|
|
2021
Q3 | $701K | Buy |
+6,849
| New | +$701K | 0.15% | 160 |
|
|
2020
Q2 | – | Sell |
-3,012
| Closed | -$210K | – | 346 |
|
|
2020
Q1 | $210K | Sell |
3,012
-1,976
| -40% | -$138K | 0.05% | 264 |
|
|
2019
Q4 | $464K | Sell |
4,988
-6,117
| -55% | -$569K | 0.09% | 186 |
|
|
2019
Q3 | $1.04M | Buy |
+11,105
| New | +$1.04M | 0.23% | 84 |
|