GA
Geller Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-129,939
| Closed | -$9.04M | – | 91 |
|
|
2020
Q1 | $9.04M | Hold |
129,939
| – | – | 2.6% | 8 |
|
|
2019
Q4 | $12.1M | Buy |
129,939
+1,239
| +1% | +$115K | 3.72% | 5 |
|
|
2019
Q3 | $12M | Hold |
128,700
| – | – | 4.36% | 4 |
|
|
2019
Q2 | $11.2M | Hold |
128,700
| – | – | 4.4% | 4 |
|
|
2019
Q1 | $11.2M | Hold |
128,700
| – | – | 4.54% | 4 |
|
|
2018
Q4 | $9.65M | Hold |
128,700
| – | – | 4.5% | 5 |
|
|
2018
Q3 | $10.4M | Hold |
128,700
| – | – | 6.15% | 4 |
|
|
2018
Q2 | $10.4M | Buy |
+128,700
| New | +$10.4M | 4.5% | 4 |
|