Certified Advisory Corp’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
Q2 | – | Sell |
-755
| Closed | -$69K | – | 478 |
|
|
2021
Q1 | $69K | Buy |
+755
| New | +$69K | 0.02% | 302 |
|
|
2020
Q2 | $59K | Buy |
749
+154
| +26% | +$12.1K | 0.02% | 283 |
|
|
2020
Q1 | $41K | Hold |
595
| – | – | 0.02% | 308 |
|
|
2019
Q4 | $55K | Buy |
595
+5
| +0.8% | +$462 | 0.02% | 305 |
|
|
2019
Q3 | $55K | Hold |
590
| – | – | 0.02% | 304 |
|
|
2019
Q2 | $51K | Buy |
590
+3
| +0.5% | +$259 | 0.02% | 314 |
|
|
2019
Q1 | $51K | Buy |
587
+2
| +0.3% | +$174 | 0.02% | 297 |
|
|
2018
Q4 | $44K | Buy |
585
+4
| +0.7% | +$301 | 0.02% | 294 |
|
|
2018
Q3 | $46K | Buy |
581
+251
| +76% | +$19.9K | 0.02% | 311 |
|
|
2018
Q2 | $27K | Buy |
330
+51
| +18% | +$4.17K | 0.02% | 373 |
|
|
2018
Q1 | $21K | Buy |
279
+151
| +118% | +$11.4K | 0.01% | 402 |
|
|
2017
Q4 | $10K | Buy |
+128
| New | +$10K | 0.01% | 466 |
|