DI
Disciplined Investments’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-950
| Closed | -$82.2K | – | 828 |
|
|
2023
Q2 | $82.2K | Sell |
950
-351
| -27% | -$30.4K | 0.04% | 166 |
|
|
2023
Q1 | $110K | Hold |
1,301
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $110K | Hold |
1,301
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $106K | Hold |
1,301
| – | – | 0.05% | 156 |
|
|
2022
Q2 | $120K | Hold |
1,301
| – | – | 0.05% | 152 |
|
|
2022
Q1 | $141K | Sell |
1,301
-28
| -2% | -$3.04K | 0.06% | 141 |
|
|
2021
Q4 | $154K | Sell |
1,329
-225
| -14% | -$26.1K | 0.07% | 121 |
|
|
2021
Q3 | $159K | Hold |
1,554
| – | – | 0.08% | 116 |
|
|
2021
Q2 | $158K | Hold |
1,554
| – | – | 0.08% | 120 |
|
|
2021
Q1 | $143K | Buy |
1,554
+17
| +1% | +$1.56K | 0.08% | 113 |
|
|
2020
Q4 | $132K | Sell |
1,537
-51
| -3% | -$4.38K | 0.09% | 97 |
|
|
2020
Q3 | $127K | Sell |
1,588
-52
| -3% | -$4.16K | 0.09% | 108 |
|
|
2020
Q2 | $129K | Buy |
1,640
+52
| +3% | +$4.09K | 0.1% | 107 |
|
|
2020
Q1 | $110K | Sell |
1,588
-252
| -14% | -$17.5K | 0.1% | 111 |
|
|
2019
Q4 | $171K | Buy |
+1,840
| New | +$171K | 0.14% | 92 |
|