Ocean Park 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-218,843
| Closed | -$22.3M | – | 90 |
|
|
2024
Q3 | $22.3M | Buy |
+218,843
| New | +$22.3M | 0.98% | 18 |
|
|
2024
Q1 | – | Sell |
-45,511
| Closed | -$4.16M | – | 74 |
|
|
2023
Q4 | $4.16M | Buy |
+45,511
| New | +$4.16M | 0.2% | 50 |
|
|
2022
Q2 | – | Sell |
-93,000
| Closed | -$10.1M | – | 2 |
|
|
2022
Q1 | $10.1M | Buy |
93,000
+18,350
| +25% | +$1.99M | 14.69% | 4 |
|
|
2021
Q4 | $8.67M | Buy |
+74,650
| New | +$8.67M | 0.72% | 5 |
|