Kore Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,231
| Closed | -$97K | – | 687 |
|
|
2020
Q2 | $97K | Buy |
1,231
+78
| +7% | +$6.15K | 0.02% | 338 |
|
|
2020
Q1 | $80K | Buy |
1,153
+1,081
| +1,501% | +$75K | 0.02% | 344 |
|
|
2019
Q4 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 806 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$3K | – | 523 |
|
|
2019
Q1 | $3K | Sell |
30
-138
| -82% | -$13.8K | ﹤0.01% | 824 |
|
|
2018
Q4 | $13K | Buy |
+168
| New | +$13K | ﹤0.01% | 540 |
|