Financial Services Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-92,619
| Closed | -$8.87M | – | 34 |
|
|
2021
Q4 | $8.87M | Buy |
92,619
+17,556
| +23% | +$1.68M | 2.83% | 12 |
|
|
2021
Q3 | $7.69M | Buy |
+75,063
| New | +$7.69M | 2.61% | 12 |
|
|
2020
Q1 | – | Sell |
-23,024
| Closed | -$2.14M | – | 18 |
|
|
2019
Q4 | $2.14M | Sell |
23,024
-21,062
| -48% | -$1.96M | 0.89% | 25 |
|
|
2019
Q3 | $4.12M | Sell |
44,086
-2,581
| -6% | -$241K | 2.73% | 13 |
|
|
2019
Q2 | $4.07M | Sell |
46,667
-1,141
| -2% | -$99.6K | 2.65% | 15 |
|
|
2019
Q1 | $4.16M | Buy |
47,808
+18,528
| +63% | +$1.61M | 3.59% | 12 |
|
|
2018
Q4 | $2.19M | Sell |
29,280
-26,691
| -48% | -$2M | 13.65% | 4 |
|
|
2018
Q3 | $4.48M | Buy |
+55,971
| New | +$4.48M | 2.99% | 11 |
|