Kalos Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $41.9K | Sell |
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|
2023
Q1 | $58.1K | Sell |
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|
2022
Q4 | $97.2K | Sell |
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|
2022
Q3 | $872K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.4M | Sell |
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|
2021
Q2 | $2.36M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.23M | Sell |
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|
2019
Q3 | $7.55M | Buy |
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|
2019
Q2 | $5.72M | Buy |
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|
2019
Q1 | $4.17M | Sell |
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|
2018
Q4 | $4.69M | Buy |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.27M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.29M | Buy |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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