FMA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $733K | Sell |
7,157
-88
| -1% | -$9.01K | 0.27% | 92 |
|
|
2021
Q2 | $739K | Sell |
7,245
-920
| -11% | -$93.8K | 0.27% | 89 |
|
|
2021
Q1 | $751K | Sell |
8,165
-92
| -1% | -$8.46K | 0.23% | 108 |
|
|
2020
Q4 | $707K | Sell |
8,257
-352
| -4% | -$30.1K | 0.24% | 106 |
|
|
2020
Q3 | $687K | Sell |
8,609
-240
| -3% | -$19.2K | 0.27% | 95 |
|
|
2020
Q2 | $697K | Sell |
8,849
-150
| -2% | -$11.8K | 0.31% | 87 |
|
|
2020
Q1 | $626K | Sell |
8,999
-214
| -2% | -$14.9K | 0.34% | 81 |
|
|
2019
Q4 | $858K | Sell |
9,213
-301
| -3% | -$28K | 0.34% | 81 |
|
|
2019
Q3 | $890K | Buy |
9,514
+129
| +1% | +$12.1K | 0.39% | 76 |
|
|
2019
Q2 | $819K | Sell |
9,385
-55
| -0.6% | -$4.8K | 0.36% | 79 |
|
|
2019
Q1 | $822K | Sell |
9,440
-15
| -0.2% | -$1.31K | 0.38% | 79 |
|
|
2018
Q4 | $709K | Buy |
9,455
+60
| +0.6% | +$4.5K | 0.37% | 76 |
|
|
2018
Q3 | $752K | Buy |
9,395
+39
| +0.4% | +$3.12K | 0.34% | 82 |
|
|
2018
Q2 | $754K | Sell |
9,356
-22
| -0.2% | -$1.77K | 0.35% | 80 |
|
|
2018
Q1 | $708K | Sell |
9,378
-328
| -3% | -$24.8K | 0.34% | 87 |
|
|
2017
Q4 | $786K | Buy |
9,706
+1,184
| +14% | +$95.9K | 0.37% | 83 |
|
|
2017
Q3 | $680K | Sell |
8,522
-423
| -5% | -$33.8K | 0.4% | 76 |
|
|
2017
Q2 | $713 | Buy |
8,945
+587
| +7% | +$47 | 0.37% | 62 |
|
|
2017
Q1 | $656K | Buy |
+8,358
| New | +$656K | 0.33% | 85 |
|
|
2015
Q2 | $311K | Buy |
+4,360
| New | +$311K | 0.19% | 103 |
|