Ladenburg Thalmann 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
Q4 | $9.13M | Sell |
98,669
-23,469
| -19% | -$2.17M | 0.06% | 322 |
|
|
2019
Q3 | $11.4M | Sell |
122,138
-8,985
| -7% | -$840K | 0.08% | 251 |
|
|
2019
Q2 | $11.5M | Sell |
131,123
-6,600
| -5% | -$576K | 0.08% | 234 |
|
|
2019
Q1 | $12M | Buy |
137,723
+80,187
| +139% | +$6.98M | 0.09% | 215 |
|
|
2018
Q4 | $4.31M | Buy |
57,536
+15,321
| +36% | +$1.15M | 0.04% | 416 |
|
|
2018
Q3 | $3.38M | Buy |
42,215
+687
| +2% | +$55K | 0.03% | 529 |
|
|
2018
Q2 | $3.13M | Hold |
41,528
| – | – | 0.03% | 511 |
|
|
2018
Q1 | $3.13M | Sell |
41,528
-3,938
| -9% | -$297K | 0.03% | 511 |
|
|
2017
Q4 | $3.68M | Sell |
45,466
-57,969
| -56% | -$4.7M | 0.04% | 449 |
|
|
2017
Q3 | $8.26M | Buy |
103,435
+58,185
| +129% | +$4.65M | 0.09% | 212 |
|
|
2017
Q2 | $3.61M | Buy |
45,250
+5,123
| +13% | +$409K | 0.04% | 371 |
|
|
2017
Q1 | $3.15M | Buy |
40,127
+2,301
| +6% | +$181K | 0.04% | 402 |
|
|
2016
Q4 | $2.91M | Sell |
37,826
-65,813
| -64% | -$5.06M | 0.04% | 396 |
|
|
2016
Q3 | $8.41M | Buy |
103,639
+28,197
| +37% | +$2.29M | 0.13% | 163 |
|
|
2016
Q2 | $6.18M | Buy |
75,442
+29,319
| +64% | +$2.4M | 0.1% | 195 |
|
|
2016
Q1 | $3.58M | Sell |
46,123
-18,807
| -29% | -$1.46M | 0.06% | 282 |
|
|
2015
Q4 | $4.88M | Buy |
64,930
+19,019
| +41% | +$1.43M | 0.09% | 209 |
|
|
2015
Q3 | $3.26M | Sell |
45,911
-1,948
| -4% | -$138K | 0.07% | 276 |
|
|
2015
Q2 | $3.41M | Sell |
47,859
-16,458
| -26% | -$1.17M | 0.06% | 300 |
|
|
2015
Q1 | $5.1M | Buy |
64,317
+9,293
| +17% | +$737K | 0.1% | 207 |
|
|
2014
Q4 | $4.23M | Buy |
55,024
+37,291
| +210% | +$2.87M | 0.09% | 203 |
|
|
2014
Q3 | $1.23M | Sell |
17,733
-5,782
| -25% | -$400K | 0.03% | 432 |
|
|
2014
Q2 | $1.69M | Buy |
23,515
+6,759
| +40% | +$485K | 0.05% | 337 |
|
|
2014
Q1 | $1.13M | Buy |
16,756
+5,167
| +45% | +$350K | 0.03% | 417 |
|
|
2013
Q4 | $731K | Sell |
11,589
-2,620
| -18% | -$165K | 0.02% | 559 |
|
|
2013
Q3 | $906K | Sell |
14,209
-7,661
| -35% | -$488K | 0.03% | 448 |
|
|
2013
Q2 | $1.45M | Buy |
+21,870
| New | +$1.45M | 0.05% | 294 |
|