Milestone Advisory Partners’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 |
-7,429
| Closed | -$691K | – | 51 |
|
|
2019
Q4 | $691K | Hold |
7,429
| – | – | 0.36% | 32 |
|
|
2019
Q3 | $695K | Hold |
7,429
| – | – | 0.39% | 31 |
|
|
2019
Q2 | $649K | Hold |
7,429
| – | – | 0.39% | 30 |
|
|
2019
Q1 | $647K | Hold |
7,429
| – | – | 0.42% | 29 |
|
|
2018
Q4 | $555K | Hold |
7,429
| – | – | 0.48% | 26 |
|
|
2018
Q3 | $594K | Hold |
7,429
| – | – | 0.42% | 30 |
|
|
2018
Q2 | $599K | Hold |
7,429
| – | – | 0.45% | 30 |
|
|
2018
Q1 | $561K | Hold |
7,429
| – | – | 0.42% | 29 |
|
|
2017
Q4 | $602K | Buy |
+7,429
| New | +$602K | 0.45% | 30 |
|