HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $279K | Hold |
3,203
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $240K | Buy |
+3,203
| New | +$240K | ﹤0.01% | 650 |
|
|
2017
Q4 | – | Sell |
-6,125
| Closed | -$489K | – | 669 |
|
|
2017
Q3 | $489K | Buy |
6,125
+3,441
| +128% | +$275K | 0.01% | 492 |
|
|
2017
Q2 | $214K | Buy |
+2,684
| New | +$214K | ﹤0.01% | 643 |
|
|
2015
Q3 | – | Sell |
-6,630
| Closed | -$493K | – | 654 |
|
|
2015
Q2 | $493K | Sell |
6,630
-42,437
| -86% | -$3.16M | 0.01% | 456 |
|
|
2015
Q1 | $3.89M | Sell |
49,067
-7,052
| -13% | -$559K | 0.1% | 127 |
|
|
2014
Q4 | $4.31M | Buy |
56,119
+37,667
| +204% | +$2.89M | 0.12% | 110 |
|
|
2014
Q3 | $1.28M | Sell |
18,452
-983
| -5% | -$68K | 0.04% | 224 |
|
|
2014
Q2 | $1.4M | Buy |
19,435
+329
| +2% | +$23.6K | 0.04% | 212 |
|
|
2014
Q1 | $1.29M | Sell |
19,106
-172
| -0.9% | -$11.6K | 0.04% | 218 |
|
|
2013
Q4 | $1.22M | Sell |
19,278
-3,809
| -16% | -$240K | 0.04% | 228 |
|
|
2013
Q3 | $1.47M | Sell |
23,087
-10,500
| -31% | -$670K | 0.05% | 199 |
|
|
2013
Q2 | $2.23M | Buy |
+33,587
| New | +$2.23M | 0.08% | 148 |
|