Capital Wealth Planning’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 |
-5,279
| Closed | -$367K | – | 149 |
|
|
2020
Q1 | $367K | Buy |
5,279
+352
| +7% | +$24.5K | 0.02% | 148 |
|
|
2019
Q4 | $459K | Buy |
4,927
+25
| +0.5% | +$2.33K | 0.03% | 124 |
|
|
2019
Q3 | $466K | Buy |
4,902
+1,300
| +36% | +$124K | 0.03% | 142 |
|
|
2019
Q2 | $314K | Buy |
+3,602
| New | +$314K | 0.02% | 177 |
|
|
2015
Q3 | – | Sell |
-4,600
| Closed | -$328K | – | 99 |
|
|
2015
Q2 | $328K | Sell |
4,600
-160
| -3% | -$11.4K | 0.2% | 75 |
|
|
2015
Q1 | $378K | Hold |
4,760
| – | – | 0.2% | 76 |
|
|
2014
Q4 | $366K | Hold |
4,760
| – | – | 0.17% | 79 |
|
|
2014
Q3 | $329K | Hold |
4,760
| – | – | 0.13% | 87 |
|
|
2014
Q2 | $342K | Hold |
4,760
| – | – | 0.13% | 89 |
|
|
2014
Q1 | $322K | Buy |
+4,760
| New | +$322K | 0.14% | 92 |
|
|
2013
Q4 | – | Sell |
-4,760
| Closed | -$304K | – | 81 |
|
|
2013
Q3 | $304K | Buy |
+4,760
| New | +$304K | 0.14% | 105 |
|