NorthCoast Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $254K | Buy |
2,477
+162
| +7% | +$16.6K | 0.01% | 407 |
|
|
2021
Q2 | $236K | Buy |
2,315
+9
| +0.4% | +$917 | 0.01% | 407 |
|
|
2021
Q1 | $212K | Sell |
2,306
-72
| -3% | -$6.62K | 0.01% | 395 |
|
|
2020
Q4 | $204K | Buy |
+2,378
| New | +$204K | 0.01% | 369 |
|
|
2019
Q1 | – | Sell |
-102,979
| Closed | -$7.72M | – | 251 |
|
|
2018
Q4 | $7.72M | Buy |
102,979
+2,248
| +2% | +$168K | 0.59% | 51 |
|
|
2018
Q3 | $8.06M | Buy |
+100,731
| New | +$8.06M | 0.5% | 56 |
|