I2I
Insight 2811 Inc’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,898
| Closed | -$1.29M | – | 86 |
|
|
2022
Q1 | $1.29M | Sell |
11,898
-202
| -2% | -$21.9K | 0.76% | 15 |
|
|
2021
Q4 | $1.41M | Sell |
12,100
-257
| -2% | -$29.8K | 0.8% | 17 |
|
|
2021
Q3 | $1.27M | Buy |
12,357
+489
| +4% | +$50.1K | 0.75% | 15 |
|
|
2021
Q2 | $1.21M | Sell |
11,868
-65
| -0.5% | -$6.63K | 0.68% | 16 |
|
|
2021
Q1 | $1.1M | Buy |
11,933
+1,167
| +11% | +$107K | 0.64% | 15 |
|
|
2020
Q4 | $922K | Buy |
+10,766
| New | +$922K | 0.54% | 17 |
|
|
2018
Q4 | – | Sell |
-8,251
| Closed | -$660K | – | 91 |
|
|
2018
Q3 | $660K | Buy |
+8,251
| New | +$660K | 0.45% | 47 |
|
|
2017
Q3 | – | Sell |
-10,532
| Closed | -$840K | – | 77 |
|
|
2017
Q2 | $840K | Sell |
10,532
-1,618
| -13% | -$129K | 0.64% | 29 |
|
|
2017
Q1 | $954K | Buy |
+12,150
| New | +$954K | 0.73% | 24 |
|
|
2016
Q3 | – | Sell |
-18,738
| Closed | -$1.54M | – | 93 |
|
|
2016
Q2 | $1.54M | Buy |
+18,738
| New | +$1.54M | 0.59% | 26 |
|
|
2015
Q2 | – | Sell |
-34,253
| Closed | -$2.72M | – | 110 |
|
|
2015
Q1 | $2.72M | Sell |
34,253
-1,663
| -5% | -$132K | 1.28% | 11 |
|
|
2014
Q4 | $2.76M | Buy |
+35,916
| New | +$2.76M | 1.35% | 13 |
|