CSat Investment Advisory’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
Q3 | – | Sell |
-1,315
| Closed | -$104K | – | 1101 |
|
|
2020
Q2 | $104K | Sell |
1,315
-1,367
| -51% | -$108K | 0.01% | 455 |
|
|
2020
Q1 | $187K | Buy |
2,682
+240
| +10% | +$16.7K | 0.04% | 247 |
|
|
2019
Q4 | $227K | Sell |
2,442
-72
| -3% | -$6.69K | 0.06% | 215 |
|
|
2019
Q3 | $235K | Buy |
2,514
+108
| +4% | +$10.1K | 0.07% | 187 |
|
|
2019
Q2 | $210K | Buy |
2,406
+534
| +29% | +$46.6K | 0.07% | 183 |
|
|
2019
Q1 | $163K | Sell |
1,872
-837
| -31% | -$72.9K | 0.08% | 133 |
|
|
2018
Q4 | $203K | Buy |
2,709
+1,960
| +262% | +$147K | 0.12% | 102 |
|
|
2018
Q3 | $60K | Sell |
749
-1,047
| -58% | -$83.9K | 0.03% | 146 |
|
|
2018
Q2 | $145K | Buy |
+1,796
| New | +$145K | 0.08% | 125 |
|