Granite Investment Advisors’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
Q3 | $365K | Buy |
3,568
+32
| +0.9% | +$3.27K | 0.06% | 143 |
|
2021
Q2 | $360K | Sell |
3,536
-3,286
| -48% | -$335K | 0.06% | 146 |
|
2021
Q1 | $627K | Sell |
6,822
-873
| -11% | -$80.2K | 0.1% | 119 |
|
2020
Q4 | $659K | Sell |
7,695
-2,116
| -22% | -$181K | 0.12% | 122 |
|
2020
Q3 | $783K | Buy |
9,811
+206
| +2% | +$16.4K | 0.15% | 113 |
|
2020
Q2 | $757K | Sell |
9,605
-17
| -0.2% | -$1.34K | 0.16% | 108 |
|
2020
Q1 | $669K | Buy |
9,622
+281
| +3% | +$19.5K | 0.17% | 107 |
|
2019
Q4 | $869K | Buy |
9,341
+75
| +0.8% | +$6.98K | 0.16% | 109 |
|
2019
Q3 | $867K | Buy |
9,266
+4,766
| +106% | +$446K | 0.17% | 107 |
|
2019
Q2 | $393K | Hold |
4,500
| – | – | 0.07% | 128 |
|
2019
Q1 | $392K | Hold |
4,500
| – | – | 0.08% | 117 |
|
2018
Q4 | $337K | Hold |
4,500
| – | – | 0.07% | 122 |
|
2018
Q3 | $360K | Hold |
4,500
| – | – | 0.06% | 124 |
|
2018
Q2 | $363K | Hold |
4,500
| – | – | 0.07% | 125 |
|
2018
Q1 | $340K | Buy |
+4,500
| New | +$340K | 0.06% | 131 |
|