Financial Sense Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,495
| Closed | -$982K | – | 88 |
|
|
2019
Q3 | $982K | Sell |
10,495
-72
| -0.7% | -$6.74K | 0.48% | 30 |
|
|
2019
Q2 | $923K | Sell |
10,567
-631
| -6% | -$55.1K | 0.41% | 31 |
|
|
2019
Q1 | $975K | Sell |
11,198
-1,862
| -14% | -$162K | 0.43% | 29 |
|
|
2018
Q4 | $979K | Sell |
13,060
-3,679
| -22% | -$276K | 0.62% | 22 |
|
|
2018
Q3 | $1.34M | Buy |
16,739
+340
| +2% | +$27.2K | 0.57% | 30 |
|
|
2018
Q2 | $1.32M | Buy |
16,399
+1,110
| +7% | +$89.4K | 0.92% | 23 |
|
|
2018
Q1 | $1.15M | Sell |
15,289
-1,226
| -7% | -$92.5K | 0.56% | 31 |
|
|
2017
Q4 | $1.34M | Buy |
16,515
+1,829
| +12% | +$148K | 0.62% | 28 |
|
|
2017
Q3 | $1.17M | Buy |
14,686
+67
| +0.5% | +$5.35K | 0.6% | 31 |
|
|
2017
Q2 | $1.17M | Buy |
14,619
+1,674
| +13% | +$134K | 0.61% | 32 |
|
|
2017
Q1 | $1.02M | Buy |
12,945
+6,604
| +104% | +$518K | 0.61% | 33 |
|
|
2016
Q4 | $488K | Buy |
6,341
+441
| +7% | +$33.9K | 0.31% | 48 |
|
|
2016
Q3 | $476K | Sell |
5,900
-255
| -4% | -$20.6K | 0.31% | 47 |
|
|
2016
Q2 | $507K | Buy |
6,155
+1,855
| +43% | +$153K | 0.28% | 50 |
|
|
2016
Q1 | $335K | Buy |
+4,300
| New | +$335K | 0.19% | 53 |
|