Financial Architects (New Jersey)’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 |
-275
| Closed | -$22K | – | 521 |
|
|
2020
Q2 | $22K | Hold |
275
| – | – | 0.01% | 534 |
|
|
2020
Q1 | $19K | Hold |
275
| – | – | 0.01% | 522 |
|
|
2019
Q4 | $26K | Sell |
275
-1,000
| -78% | -$94.5K | 0.01% | 531 |
|
|
2019
Q3 | $119K | Hold |
1,275
| – | – | 0.03% | 302 |
|
|
2019
Q2 | $111K | Hold |
1,275
| – | – | 0.02% | 318 |
|
|
2019
Q1 | $111K | Hold |
1,275
| – | – | 0.02% | 396 |
|
|
2018
Q4 | $96K | Hold |
1,275
| – | – | 0.02% | 377 |
|
|
2018
Q3 | $102K | Hold |
1,275
| – | – | 0.02% | 410 |
|
|
2018
Q2 | $103K | Hold |
1,275
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $96K | Hold |
1,275
| – | – | 0.02% | 417 |
|
|
2017
Q4 | $103K | Hold |
1,275
| – | – | 0.02% | 429 |
|
|
2017
Q3 | $102K | Hold |
1,275
| – | – | 0.02% | 451 |
|
|
2017
Q2 | $102K | Hold |
1,275
| – | – | 0.02% | 435 |
|
|
2017
Q1 | $100K | Sell |
1,275
-600
| -32% | -$47.1K | 0.02% | 438 |
|
|
2016
Q4 | $144K | Buy |
1,875
+500
| +36% | +$38.4K | 0.03% | 310 |
|
|
2016
Q3 | $111K | Sell |
1,375
-275
| -17% | -$22.2K | 0.03% | 368 |
|
|
2016
Q2 | $136K | Buy |
1,650
+375
| +29% | +$30.9K | 0.04% | 317 |
|
|
2016
Q1 | $99K | Buy |
+1,275
| New | +$99K | 0.04% | 276 |
|
|
2015
Q3 | – | Sell |
-1,275
| Closed | -$91K | – | 557 |
|
|
2015
Q2 | $91K | Buy |
1,275
+1,000
| +364% | +$71.4K | 0.03% | 311 |
|
|
2015
Q1 | $22K | Hold |
275
| – | – | 0.01% | 551 |
|
|
2014
Q4 | $21K | Hold |
275
| – | – | 0.01% | 522 |
|
|
2014
Q3 | $19K | Buy |
+275
| New | +$19K | 0.01% | 482 |
|
|
2013
Q4 | – | Sell |
-1,250
| Closed | -$80K | – | 361 |
|
|
2013
Q3 | $80K | Sell |
1,250
-657
| -34% | -$42K | 0.05% | 206 |
|
|
2013
Q2 | $127K | Buy |
+1,907
| New | +$127K | 0.09% | 146 |
|