Girard Partners’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
Q1 | – | Sell |
-13,158
| Closed | -$1.11M | – | 262 |
|
|
2022
Q4 | $1.11M | Buy |
+13,158
| New | +$1.11M | 0.13% | 143 |
|
|
2019
Q1 | – | Sell |
-3,090
| Closed | -$231K | – | 239 |
|
|
2018
Q4 | $231K | Buy |
3,090
+2,835
| +1,112% | +$212K | 0.05% | 216 |
|
|
2018
Q3 | $20K | Buy |
+255
| New | +$20K | ﹤0.01% | 603 |
|
|
2018
Q2 | – | Sell |
-3,127
| Closed | -$236K | – | 267 |
|
|
2018
Q1 | $236K | Sell |
3,127
-1,430
| -31% | -$108K | 0.06% | 212 |
|
|
2017
Q4 | $369K | Buy |
+4,557
| New | +$369K | 0.07% | 196 |
|