D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-34,965
| Closed | -$2.83M | – | 173 |
|
|
2017
Q4 | $2.83M | Sell |
34,965
-17,706
| -34% | -$1.43M | 1.7% | 11 |
|
|
2017
Q3 | $4.21M | Sell |
52,671
-7,031
| -12% | -$562K | 2.54% | 10 |
|
|
2017
Q2 | $4.76M | Sell |
59,702
-2,115
| -3% | -$169K | 3.24% | 10 |
|
|
2017
Q1 | $4.85M | Sell |
61,817
-1,369
| -2% | -$107K | 3.13% | 10 |
|
|
2016
Q4 | $4.86M | Sell |
63,186
-5,813
| -8% | -$447K | 3.46% | 10 |
|
|
2016
Q3 | $5.56M | Sell |
68,999
-7,154
| -9% | -$577K | 4.37% | 9 |
|
|
2016
Q2 | $6.27M | Buy |
76,153
+7,635
| +11% | +$629K | 5.56% | 8 |
|
|
2016
Q1 | $5.34M | Sell |
68,518
-8,412
| -11% | -$655K | 5% | 8 |
|
|
2015
Q4 | $5.78M | Sell |
76,930
-2,380
| -3% | -$179K | 4.58% | 8 |
|
|
2015
Q3 | $5.63M | Sell |
79,310
-8,430
| -10% | -$598K | 4.73% | 8 |
|
|
2015
Q2 | $6.26M | Sell |
87,740
-425
| -0.5% | -$30.3K | 4.3% | 10 |
|
|
2015
Q1 | $6.99M | Sell |
88,165
-34,155
| -28% | -$2.71M | 5.01% | 9 |
|
|
2014
Q4 | $9.4M | Sell |
122,320
-2,605
| -2% | -$200K | 6.61% | 6 |
|
|
2014
Q3 | $8.65M | Sell |
124,925
-1,060
| -0.8% | -$73.4K | 6.87% | 6 |
|
|
2014
Q2 | $9.04M | Sell |
125,985
-14,810
| -11% | -$1.06M | 7.14% | 6 |
|
|
2014
Q1 | $9.53M | Sell |
140,795
-3,100
| -2% | -$210K | 8.01% | 3 |
|
|
2013
Q4 | $9.08M | Buy |
+143,895
| New | +$9.08M | 8.13% | 5 |
|