PDS Planning’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
Q1 | – | Sell |
-1,810
| Closed | -$210K | – | 243 |
|
|
2021
Q4 | $210K | Buy |
+1,810
| New | +$210K | 0.04% | 187 |
|
|
2021
Q1 | – | Sell |
-2,715
| Closed | -$233K | – | 180 |
|
|
2020
Q4 | $233K | Hold |
2,715
| – | – | 0.08% | 129 |
|
|
2020
Q3 | $217K | Hold |
2,715
| – | – | 0.09% | 123 |
|
|
2020
Q2 | $214K | Buy |
+2,715
| New | +$214K | 0.1% | 113 |
|
|
2020
Q1 | – | Sell |
-2,715
| Closed | -$253K | – | 106 |
|
|
2019
Q4 | $253K | Hold |
2,715
| – | – | 0.16% | 80 |
|
|
2019
Q3 | $254K | Hold |
2,715
| – | – | 0.18% | 77 |
|
|
2019
Q2 | $237K | Hold |
2,715
| – | – | 0.18% | 74 |
|
|
2019
Q1 | $236K | Hold |
2,715
| – | – | 0.18% | 71 |
|
|
2018
Q4 | $203K | Hold |
2,715
| – | – | 0.17% | 73 |
|
|
2018
Q3 | $217K | Buy |
+2,715
| New | +$217K | 0.19% | 66 |
|