Ergoteles’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-31,798
| Closed | -$2.7M | – | 1257 |
|
2023
Q1 | $2.7M | Sell |
31,798
-301,482
| -90% | -$25.6M | 0.11% | 194 |
|
2022
Q4 | $28.1M | Buy |
333,280
+278,782
| +512% | +$23.5M | 1.03% | 9 |
|
2022
Q3 | $4.44M | Buy |
+54,498
| New | +$4.44M | 0.16% | 142 |
|
2022
Q1 | – | Sell |
-21,296
| Closed | -$2.47M | – | 1425 |
|
2021
Q4 | $2.47M | Buy |
+21,296
| New | +$2.47M | 0.1% | 220 |
|
2021
Q3 | – | Sell |
-15,998
| Closed | -$1.63M | – | 1446 |
|
2021
Q2 | $1.63M | Sell |
15,998
-6,703
| -30% | -$683K | 0.04% | 396 |
|
2021
Q1 | $2.09M | Buy |
+22,701
| New | +$2.09M | 0.06% | 276 |
|