Evensky & Katz’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
Q2 | – | Sell |
-612
| Closed | -$43K | – | 92 |
|
|
2020
Q1 | $43K | Hold |
612
| – | – | 0.01% | 85 |
|
|
2019
Q4 | $56K | Sell |
612
-866
| -59% | -$79.2K | 0.01% | 82 |
|
|
2019
Q3 | $138K | Sell |
1,478
-37
| -2% | -$3.46K | 0.02% | 85 |
|
|
2019
Q2 | $132K | Sell |
1,515
-163
| -10% | -$14.2K | 0.02% | 82 |
|
|
2019
Q1 | $146K | Buy |
+1,678
| New | +$146K | 0.02% | 84 |
|