Lee Capital Holdings’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
Q1
Sell
-4,244
Closed -$395K 68
2019
Q4
$395K Sell
4,244
-1,756
-29% -$163K 0.37% 50
2019
Q3
$561K Sell
6,000
-29,000
-83% -$2.71M 0.52% 45
2019
Q2
$3.06M Buy
+35,000
New +$3.06M 3.27% 8