Hanson & Doremus Investment 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
Q3 | – | Sell |
-40
| Closed | -$4K | – | 525 |
|
|
2022
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 498 |
|
|
2022
Q1 | $4K | Sell |
40
-18
| -31% | -$1.8K | ﹤0.01% | 492 |
|
|
2021
Q4 | $7K | Sell |
58
-9
| -13% | -$1.09K | ﹤0.01% | 436 |
|
|
2021
Q3 | $7K | Sell |
67
-83
| -55% | -$8.67K | ﹤0.01% | 420 |
|
|
2021
Q2 | $12K | Buy |
150
+83
| +124% | +$6.64K | ﹤0.01% | 359 |
|
|
2021
Q1 | $6K | Sell |
67
-83
| -55% | -$7.43K | ﹤0.01% | 426 |
|
|
2020
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 359 |
|
|
2017
Q3 | – | Sell |
-346
| Closed | -$28K | – | 496 |
|
|
2017
Q2 | $28K | Sell |
346
-125
| -27% | -$10.1K | 0.01% | 336 |
|
|
2017
Q1 | $37K | Hold |
471
| – | – | 0.01% | 292 |
|
|
2016
Q4 | $36.2K | Buy |
+471
| New | +$36.2K | 0.02% | 283 |
|