LifePlan Financial Group’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 | $29K | Sell |
368
-46
| -11% | -$3.63K | 0.01% | 299 |
|
|
2020
Q2 | $33K | Sell |
414
-480
| -54% | -$38.3K | 0.02% | 275 |
|
|
2020
Q1 | $62K | Buy |
894
+387
| +76% | +$26.8K | 0.03% | 208 |
|
|
2019
Q4 | $47K | Sell |
507
-16
| -3% | -$1.48K | 0.02% | 257 |
|
|
2019
Q3 | $49K | Hold |
523
| – | – | 0.02% | 247 |
|
|
2019
Q2 | $46K | Sell |
523
-47
| -8% | -$4.13K | 0.02% | 252 |
|
|
2019
Q1 | $50K | Buy |
570
+48
| +9% | +$4.21K | 0.03% | 239 |
|
|
2018
Q4 | $39K | Buy |
522
+435
| +500% | +$32.5K | 0.02% | 262 |
|
|
2018
Q3 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 414 |
|