Private Vista’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,174
| Closed | -$709K | – | 140 |
|
|
2020
Q1 | $709K | Sell |
10,174
-1,336
| -12% | -$93.1K | 0.27% | 58 |
|
|
2019
Q4 | $1.07M | Hold |
11,510
| – | – | 0.29% | 42 |
|
|
2019
Q3 | $1.08M | Hold |
11,510
| – | – | 0.29% | 41 |
|
|
2019
Q2 | $1.01M | Hold |
11,510
| – | – | 0.25% | 56 |
|
|
2019
Q1 | $1M | Buy |
11,510
+5,894
| +105% | +$513K | 0.25% | 55 |
|
|
2018
Q4 | $421K | Buy |
+5,616
| New | +$421K | 0.1% | 96 |
|