Laird Norton Wetherby Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,856
| Closed | -$1.17M | – | 734 |
|
|
2020
Q1 | $1.17M | Buy |
16,856
+8,635
| +105% | +$601K | 0.13% | 159 |
|
|
2019
Q4 | $765K | Hold |
8,221
| – | – | 0.08% | 278 |
|
|
2019
Q3 | $769K | Buy |
+8,221
| New | +$769K | 0.08% | 271 |
|
|
2018
Q1 | – | Sell |
-725
| Closed | -$59K | – | 669 |
|
|
2017
Q4 | $59K | Buy |
725
+75
| +12% | +$6.1K | 0.01% | 643 |
|
|
2017
Q3 | $52K | Buy |
+650
| New | +$52K | 0.01% | 617 |
|
|
2015
Q3 | – | Sell |
-650
| Closed | -$46K | – | 473 |
|
|
2015
Q2 | $46K | Buy |
+650
| New | +$46K | 0.01% | 482 |
|