Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.71M | Buy |
20,340
+2,008
| +11% | +$169K | 0.17% | 140 |
|
|
2022
Q3 | $1.49M | Buy |
18,332
+3,136
| +21% | +$255K | 0.16% | 141 |
|
|
2022
Q2 | $1.4M | Sell |
15,196
-1,168
| -7% | -$107K | 0.14% | 154 |
|
|
2022
Q1 | $1.77M | Sell |
16,364
-2,262
| -12% | -$245K | 0.15% | 157 |
|
|
2021
Q4 | $2.16M | Buy |
+18,626
| New | +$2.16M | 0.17% | 125 |
|
|
2021
Q3 | – | Sell |
-16,042
| Closed | -$1.64M | – | 486 |
|
|
2021
Q2 | $1.64M | Buy |
16,042
+307
| +2% | +$31.3K | 0.21% | 110 |
|
|
2021
Q1 | $1.45M | Buy |
15,735
+1,508
| +11% | +$139K | 0.22% | 104 |
|
|
2020
Q4 | $1.22M | Buy |
14,227
+384
| +3% | +$32.9K | 0.18% | 130 |
|
|
2020
Q3 | $1.11M | Sell |
13,843
-1,188
| -8% | -$94.8K | 0.18% | 127 |
|
|
2020
Q2 | $1.19M | Buy |
+15,031
| New | +$1.19M | 0.22% | 116 |
|
|
2018
Q1 | – | Sell |
-2,490
| Closed | -$201K | – | 370 |
|
|
2017
Q4 | $201K | Buy |
+2,490
| New | +$201K | 0.06% | 333 |
|
|
2016
Q2 | – | Sell |
-2,640
| Closed | -$206K | – | 275 |
|
|
2016
Q1 | $206K | Buy |
+2,640
| New | +$206K | 0.1% | 233 |
|