Navellier & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,991
| Closed | -$919K | – | 288 |
|
|
2022
Q2 | $919K | Sell |
9,991
-125
| -1% | -$11.5K | 0.2% | 118 |
|
|
2022
Q1 | $1.1M | Sell |
10,116
-95
| -0.9% | -$10.3K | 0.19% | 121 |
|
|
2021
Q4 | $1.19M | Sell |
10,211
-1,910
| -16% | -$222K | 0.17% | 127 |
|
|
2021
Q3 | $1.24M | Buy |
+12,121
| New | +$1.24M | 0.19% | 125 |
|
|
2020
Q3 | – | Sell |
-18,322
| Closed | -$1.44M | – | 244 |
|
|
2020
Q2 | $1.44M | Buy |
+18,322
| New | +$1.44M | 0.34% | 82 |
|
|
2019
Q3 | – | Sell |
-15,638
| Closed | -$1.37M | – | 287 |
|
|
2019
Q2 | $1.37M | Sell |
15,638
-2,039
| -12% | -$178K | 0.21% | 116 |
|
|
2019
Q1 | $1.54M | Buy |
+17,677
| New | +$1.54M | 0.24% | 108 |
|
|
2016
Q4 | – | Sell |
-39,065
| Closed | -$3.15M | – | 299 |
|
|
2016
Q3 | $3.15M | Sell |
39,065
-273,146
| -87% | -$22M | 0.45% | 77 |
|
|
2016
Q2 | $25.7M | Buy |
+312,211
| New | +$25.7M | 3.84% | 1 |
|
|
2015
Q2 | – | Sell |
-35,300
| Closed | -$2.8M | – | 377 |
|
|
2015
Q1 | $2.8M | Buy |
+35,300
| New | +$2.8M | 0.25% | 50 |
|