NewSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-201
| Closed | -$17.4K | – | 751 |
|
|
2023
Q2 | $17.4K | Buy |
+201
| New | +$17.4K | ﹤0.01% | 270 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$3K | – | 493 |
|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 310 |
|
|
2022
Q1 | $3K | Sell |
30
-16
| -35% | -$1.6K | ﹤0.01% | 328 |
|
|
2021
Q4 | $5K | Hold |
46
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $5K | Sell |
46
-14
| -23% | -$1.52K | ﹤0.01% | 317 |
|
|
2021
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 272 |
|
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 290 |
|
|
2020
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 259 |
|
|
2020
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 261 |
|
|
2020
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 291 |
|
|
2019
Q4 | $6K | Hold |
60
| – | – | ﹤0.01% | 243 |
|
|
2019
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 211 |
|
|
2019
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 273 |
|
|
2018
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 274 |
|
|
2015
Q1 | – | Sell |
-120
| Closed | -$9K | – | 333 |
|
|
2014
Q4 | $9K | Buy |
+120
| New | +$9K | ﹤0.01% | 237 |
|