Foresters Investment Management’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
Q3 | $18.5M | Sell |
197,507
-102,050
| -34% | -$9.55M | 0.37% | 89 |
|
|
2019
Q2 | $26.2M | Buy |
299,557
+190,007
| +173% | +$16.6M | 0.47% | 65 |
|
|
2019
Q1 | $9.54M | Buy |
109,550
+600
| +0.6% | +$52.2K | 0.17% | 197 |
|
|
2018
Q4 | $8.17M | Buy |
+108,950
| New | +$8.17M | 0.15% | 198 |
|
|
2018
Q1 | – | Sell |
-54,850
| Closed | -$4.44M | – | 477 |
|
|
2017
Q4 | $4.44M | Hold |
54,850
| – | – | 0.07% | 273 |
|
|
2017
Q3 | $4.38M | Hold |
54,850
| – | – | 0.07% | 259 |
|
|
2017
Q2 | $4.38M | Hold |
54,850
| – | – | 0.07% | 255 |
|
|
2017
Q1 | $4.31M | Hold |
54,850
| – | – | 0.08% | 249 |
|
|
2016
Q4 | $4.16M | Sell |
54,850
-17,700
| -24% | -$1.34M | 0.07% | 243 |
|
|
2016
Q3 | $5.85M | Buy |
72,550
+17,900
| +33% | +$1.44M | 0.11% | 207 |
|
|
2016
Q2 | $4.5M | Hold |
54,650
| – | – | 0.09% | 230 |
|
|
2016
Q1 | $4.26M | Buy |
54,650
+8,300
| +18% | +$646K | 0.09% | 222 |
|
|
2015
Q4 | $3.48M | Hold |
46,350
| – | – | 0.07% | 239 |
|
|
2015
Q3 | $3.29M | Buy |
46,350
+4,750
| +11% | +$337K | 0.07% | 245 |
|
|
2015
Q2 | $2.97M | Buy |
41,600
+6,600
| +19% | +$471K | 0.06% | 268 |
|
|
2015
Q1 | $2.78M | Buy |
+35,000
| New | +$2.78M | 0.05% | 261 |
|