Clarus Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,825
| Closed | -$264K | – | 154 |
|
|
2019
Q3 | $264K | Sell |
2,825
-134
| -5% | -$12.5K | 0.19% | 111 |
|
|
2019
Q2 | $258K | Sell |
2,959
-240
| -8% | -$20.9K | 0.19% | 84 |
|
|
2019
Q1 | $278K | Buy |
3,199
+2,914
| +1,022% | +$253K | 0.21% | 66 |
|
|
2018
Q4 | $21K | Buy |
285
+85
| +43% | +$6.26K | 0.03% | 396 |
|
|
2018
Q3 | $16K | Buy |
200
+138
| +223% | +$11K | 0.01% | 471 |
|
|
2018
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 619 |
|