Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $795K | Buy |
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|
2019
Q1 | $36K | Sell |
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|
2018
Q4 | $592K | Buy |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $389K | Sell |
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|
2018
Q1 | $510K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $174K | Sell |
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|
2017
Q2 | $363K | Buy |
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|
2017
Q1 | $301K | Sell |
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|
2016
Q4 | $906K | Buy |
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|
2016
Q3 | $861K | Buy |
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|
2016
Q2 | $459K | Sell |
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|
2016
Q1 | $448K | Sell |
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|
2015
Q4 | $463K | Sell |
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|
2015
Q3 | $445K | Buy |
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|
2015
Q2 | $25K | Buy |
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|
2015
Q1 | $27K | Hold |
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|
2014
Q4 | $27K | Sell |
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|
2014
Q3 | $85K | Buy |
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