Peak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,308
| Closed | -$769K | – | 20 |
|
|
2019
Q3 | $769K | Sell |
8,308
-646
| -7% | -$59.8K | 0.51% | 19 |
|
|
2019
Q2 | $805K | Sell |
8,954
-8,248
| -48% | -$742K | 0.55% | 19 |
|
|
2019
Q1 | $1.5M | Buy |
17,202
+164
| +1% | +$14.3K | 1.02% | 22 |
|
|
2018
Q4 | $1.28M | Sell |
17,038
-335
| -2% | -$25.1K | 0.92% | 25 |
|
|
2018
Q3 | $1.35M | Sell |
17,373
-918
| -5% | -$71.3K | 0.99% | 25 |
|
|
2018
Q2 | $1.47M | Buy |
18,291
+347
| +2% | +$28K | 0.89% | 30 |
|
|
2018
Q1 | $1.35M | Buy |
17,944
+545
| +3% | +$41.1K | 1.05% | 25 |
|
|
2017
Q4 | $1.39M | Hold |
17,399
| – | – | 0.95% | 26 |
|
|
2017
Q3 | $1.39M | Sell |
17,399
-168
| -1% | -$13.4K | 0.92% | 26 |
|
|
2017
Q2 | $1.4M | Buy |
+17,567
| New | +$1.4M | 0.78% | 27 |
|