Lourd Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $335K | Hold |
3,839
| – | – | 0.03% | 86 |
|
|
2019
Q1 | $334K | Hold |
3,839
| – | – | 0.03% | 85 |
|
|
2018
Q4 | $288K | Hold |
3,839
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $307K | Buy |
+3,839
| New | +$307K | 0.02% | 207 |
|
|
2018
Q1 | – | Sell |
-3,854
| Closed | -$312K | – | 219 |
|
|
2017
Q4 | $312K | Hold |
3,854
| – | – | 0.02% | 230 |
|
|
2017
Q3 | $308K | Hold |
3,854
| – | – | 0.03% | 89 |
|
|
2017
Q2 | $307K | Hold |
3,854
| – | – | 0.03% | 89 |
|
|
2017
Q1 | $303K | Hold |
3,854
| – | – | 0.03% | 83 |
|
|
2016
Q4 | $297K | Hold |
3,854
| – | – | 0.03% | 73 |
|
|
2016
Q3 | $311K | Hold |
3,854
| – | – | 0.03% | 70 |
|
|
2016
Q2 | $318K | Hold |
3,854
| – | – | 0.09% | 77 |
|
|
2016
Q1 | $300K | Hold |
3,854
| – | – | 0.03% | 83 |
|
|
2015
Q4 | $289K | Hold |
3,854
| – | – | 0.03% | 92 |
|
|
2015
Q3 | $273K | Hold |
3,854
| – | – | 0.03% | 88 |
|
|
2015
Q2 | $275K | Hold |
3,854
| – | – | 0.03% | 100 |
|
|
2015
Q1 | $306K | Sell |
3,854
-120
| -3% | -$9.53K | 0.03% | 93 |
|
|
2014
Q4 | $305K | Hold |
3,974
| – | – | 0.03% | 89 |
|
|
2014
Q3 | $275K | Sell |
3,974
-303
| -7% | -$21K | 0.03% | 96 |
|
|
2014
Q2 | $307K | Hold |
4,277
| – | – | 0.03% | 86 |
|
|
2014
Q1 | $289K | Hold |
4,277
| – | – | 0.03% | 84 |
|
|
2013
Q4 | $270K | Hold |
4,277
| – | – | 0.03% | 89 |
|
|
2013
Q3 | $273K | Hold |
4,277
| – | – | 0.03% | 86 |
|
|
2013
Q2 | $287K | Buy |
+4,277
| New | +$287K | 0.03% | 86 |
|