Lourd Capital’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $335K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $288K | Hold |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $312K | Hold |
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|
2017
Q3 | $308K | Hold |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $297K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $318K | Hold |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $273K | Hold |
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|
2015
Q2 | $275K | Hold |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $305K | Hold |
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|
2014
Q3 | $275K | Sell |
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|
2014
Q2 | $307K | Hold |
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|
2014
Q1 | $289K | Hold |
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|
2013
Q4 | $270K | Hold |
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|
2013
Q3 | $273K | Hold |
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|
2013
Q2 | $287K | Buy |
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