Fulcrum Equity 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
Q1 | – | Sell |
-2,213
| Closed | -$257K | – | 158 |
|
|
2021
Q4 | $257K | Buy |
2,213
+42
| +2% | +$4.88K | 0.1% | 149 |
|
|
2021
Q3 | $222K | Buy |
+2,171
| New | +$222K | 0.09% | 165 |
|
|
2020
Q3 | – | Sell |
-4,794
| Closed | -$378K | – | 162 |
|
|
2020
Q2 | $378K | Buy |
+4,794
| New | +$378K | 0.18% | 103 |
|
|
2019
Q4 | – | Sell |
-266
| Closed | -$25K | – | 158 |
|
|
2019
Q3 | $25K | Buy |
+266
| New | +$25K | 0.01% | 113 |
|
|
2019
Q2 | – | Sell |
-7,607
| Closed | -$662K | – | 106 |
|
|
2019
Q1 | $662K | Buy |
+7,607
| New | +$662K | 0.23% | 24 |
|