Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $546K | Sell |
5,941
-210
| -3% | -$19.3K | 0.04% | 230 |
|
|
2022
Q1 | $667K | Sell |
6,151
-90
| -1% | -$9.76K | 0.01% | 213 |
|
|
2021
Q4 | $725K | Sell |
6,241
-135
| -2% | -$15.7K | 0.05% | 228 |
|
|
2021
Q3 | $653K | Hold |
6,376
| – | – | 0.05% | 238 |
|
|
2021
Q2 | $650K | Sell |
6,376
-135
| -2% | -$13.8K | 0.05% | 228 |
|
|
2021
Q1 | $599K | Buy |
+6,511
| New | +$599K | 0.05% | 215 |
|
|
2020
Q3 | – | Sell |
-9,816
| Closed | -$774K | – | 365 |
|
|
2020
Q2 | $774K | Buy |
+9,816
| New | +$774K | 0.07% | 169 |
|
|
2019
Q2 | – | Sell |
-13,487
| Closed | -$1.17M | – | 341 |
|
|
2019
Q1 | $1.17M | Sell |
13,487
-264
| -2% | -$23K | 0.16% | 137 |
|
|
2018
Q4 | $1.03M | Buy |
13,751
+1
| +0% | +$75 | 0.16% | 140 |
|
|
2018
Q3 | $1.1M | Sell |
13,750
-157
| -1% | -$12.6K | 0.11% | 145 |
|
|
2018
Q2 | $1.12M | Buy |
13,907
+119
| +0.9% | +$9.59K | 0.16% | 137 |
|
|
2018
Q1 | $1.04M | Buy |
13,788
+1,135
| +9% | +$85.7K | 0.15% | 149 |
|
|
2017
Q4 | $1.03M | Sell |
12,653
-1,113
| -8% | -$90.2K | 0.16% | 139 |
|
|
2017
Q3 | $1.1M | Sell |
13,766
-6
| -0% | -$479 | 0.16% | 148 |
|
|
2017
Q2 | $1.1M | Sell |
13,772
-18
| -0.1% | -$1.44K | 0.17% | 145 |
|
|
2017
Q1 | $1.08M | Buy |
13,790
+79
| +0.6% | +$6.2K | 0.17% | 146 |
|
|
2016
Q4 | $1.06M | Sell |
13,711
-197
| -1% | -$15.2K | 0.17% | 145 |
|
|
2016
Q3 | $1.12M | Buy |
13,908
+2
| +0% | +$161 | 0.17% | 129 |
|
|
2016
Q2 | $1.15M | Sell |
13,906
-1,509
| -10% | -$124K | 0.18% | 122 |
|
|
2016
Q1 | $1.2M | Buy |
15,415
+215
| +1% | +$16.7K | 0.1% | 118 |
|
|
2015
Q4 | $1.14M | Buy |
15,200
+77
| +0.5% | +$5.78K | 0.18% | 118 |
|
|
2015
Q3 | $1.07M | Buy |
15,123
+1,011
| +7% | +$71.7K | 0.17% | 127 |
|
|
2015
Q2 | $1.01M | Buy |
14,112
+600
| +4% | +$42.8K | 0.15% | 132 |
|
|
2015
Q1 | $1.07M | Buy |
13,512
+280
| +2% | +$22.2K | 0.17% | 99 |
|
|
2014
Q4 | $1.02M | Buy |
+13,232
| New | +$1.02M | 0.19% | 86 |
|