Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3K | Sell |
33
-150
| -82% | -$13.6K | ﹤0.01% | 1433 |
|
|
2021
Q3 | $18K | Buy |
183
+17
| +10% | +$1.67K | ﹤0.01% | 1024 |
|
|
2021
Q2 | $17K | Buy |
166
+150
| +938% | +$15.4K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1573 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1421 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1372 |
|
|
2019
Q4 | – | Sell |
-1,938
| Closed | -$181K | – | 1613 |
|
|
2019
Q3 | $181K | Sell |
1,938
-389
| -17% | -$36.3K | 0.02% | 387 |
|
|
2019
Q2 | $203K | Buy |
2,327
+18
| +0.8% | +$1.57K | 0.02% | 345 |
|
|
2019
Q1 | $201K | Buy |
2,309
+2,144
| +1,299% | +$187K | 0.02% | 324 |
|
|
2018
Q4 | $12K | Hold |
165
| – | – | ﹤0.01% | 798 |
|
|
2018
Q3 | $13K | Hold |
165
| – | – | ﹤0.01% | 827 |
|
|
2018
Q2 | $13K | Hold |
165
| – | – | ﹤0.01% | 795 |
|
|
2018
Q1 | $12K | Hold |
165
| – | – | ﹤0.01% | 791 |
|
|
2017
Q4 | $13K | Hold |
165
| – | – | ﹤0.01% | 762 |
|
|
2017
Q3 | $13K | Hold |
165
| – | – | ﹤0.01% | 758 |
|
|
2017
Q2 | $13K | Sell |
165
-13
| -7% | -$1.02K | ﹤0.01% | 777 |
|
|
2017
Q1 | $13K | Hold |
178
| – | – | ﹤0.01% | 765 |
|
|
2016
Q4 | $13K | Hold |
178
| – | – | ﹤0.01% | 729 |
|
|
2016
Q3 | $14K | Hold |
178
| – | – | ﹤0.01% | 737 |
|
|
2016
Q2 | $14K | Hold |
178
| – | – | ﹤0.01% | 705 |
|
|
2016
Q1 | $13K | Hold |
178
| – | – | ﹤0.01% | 706 |
|
|
2015
Q4 | $13K | Hold |
178
| – | – | ﹤0.01% | 686 |
|
|
2015
Q3 | $13K | Hold |
178
| – | – | ﹤0.01% | 664 |
|
|
2015
Q2 | $13K | Hold |
178
| – | – | ﹤0.01% | 657 |
|
|
2015
Q1 | $14K | Hold |
178
| – | – | 0.01% | 475 |
|
|
2014
Q4 | $15K | Hold |
178
| – | – | 0.01% | 428 |
|
|
2014
Q3 | $13K | Sell |
178
-12
| -6% | -$876 | ﹤0.01% | 525 |
|
|
2014
Q2 | $14K | Hold |
190
| – | – | ﹤0.01% | 535 |
|
|
2014
Q1 | $13K | Buy |
+190
| New | +$13K | ﹤0.01% | 486 |
|
|
2013
Q4 | – | Sell |
-25
| Closed | -$1K | – | 838 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 741 |
|