Fortis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$170 | – | 172 |
|
|
2023
Q1 | $170 | Hold |
2
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $168 | Buy |
2
+1
| +100% | +$84 | ﹤0.01% | 248 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 262 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 294 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 264 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 244 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 182 |
|
|
2020
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 166 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 249 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 354 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 330 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 338 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 329 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 315 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 311 |
|
|
2018
Q2 | $0 | Sell |
2
-208
| -99% | – | ﹤0.01% | 318 |
|
|
2018
Q1 | $16K | Hold |
210
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $17K | Hold |
210
| – | – | 0.01% | 209 |
|
|
2017
Q3 | $17K | Buy |
+210
| New | +$17K | 0.01% | 208 |
|