Fusion Family Wealth’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
Q2 | – | Sell |
-280
| Closed | -$26K | – | 76 |
|
|
2021
Q1 | $26K | Hold |
280
| – | – | ﹤0.01% | 66 |
|
|
2020
Q4 | $24K | Hold |
280
| – | – | ﹤0.01% | 65 |
|
|
2020
Q3 | $22K | Hold |
280
| – | – | ﹤0.01% | 68 |
|
|
2020
Q2 | $22K | Sell |
280
-18
| -6% | -$1.41K | 0.01% | 70 |
|
|
2020
Q1 | $21K | Sell |
298
-300
| -50% | -$21.1K | 0.01% | 76 |
|
|
2019
Q4 | $56K | Hold |
598
| – | – | 0.01% | 61 |
|
|
2019
Q3 | $56K | Sell |
598
-1,192
| -67% | -$112K | 0.01% | 60 |
|
|
2019
Q2 | $156K | Buy |
1,790
+1,000
| +127% | +$87.2K | 0.04% | 49 |
|
|
2019
Q1 | $69K | Sell |
790
-1,011
| -56% | -$88.3K | 0.02% | 57 |
|
|
2018
Q4 | $135K | Sell |
1,801
-60
| -3% | -$4.5K | 0.04% | 75 |
|
|
2018
Q3 | $149K | Sell |
1,861
-307
| -14% | -$24.6K | 0.04% | 68 |
|
|
2018
Q2 | $175K | Sell |
2,168
-164
| -7% | -$13.2K | 0.05% | 67 |
|
|
2018
Q1 | $176K | Sell |
2,332
-378
| -14% | -$28.5K | 0.06% | 57 |
|
|
2017
Q4 | $220K | Sell |
2,710
-323
| -11% | -$26.2K | 0.05% | 66 |
|
|
2017
Q3 | $242K | Sell |
3,033
-75
| -2% | -$5.98K | 0.08% | 45 |
|
|
2017
Q2 | $248K | Sell |
3,108
-330
| -10% | -$26.3K | 0.08% | 63 |
|
|
2017
Q1 | $270K | Sell |
3,438
-3,741
| -52% | -$294K | 0.1% | 61 |
|
|
2016
Q4 | $554K | Buy |
+7,179
| New | +$554K | 0.33% | 35 |
|