Rampart Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,725
| Closed | -$1.18M | – | 193 |
|
|
2020
Q3 | $1.18M | Sell |
14,725
-1,845
| -11% | -$147K | 0.74% | 30 |
|
|
2020
Q2 | $1.31M | Buy |
+16,570
| New | +$1.31M | 0.22% | 130 |
|
|
2020
Q1 | – | Sell |
-17,230
| Closed | -$1.6M | – | 534 |
|
|
2019
Q4 | $1.6M | Sell |
17,230
-279
| -2% | -$26K | 0.2% | 148 |
|
|
2019
Q3 | $1.64M | Sell |
17,509
-2,599
| -13% | -$243K | 0.2% | 149 |
|
|
2019
Q2 | $1.76M | Sell |
20,108
-1,837
| -8% | -$160K | 0.21% | 146 |
|
|
2019
Q1 | $1.91M | Sell |
21,945
-3,626
| -14% | -$316K | 0.22% | 141 |
|
|
2018
Q4 | $1.92M | Sell |
25,571
-2,743
| -10% | -$206K | 0.53% | 50 |
|
|
2018
Q3 | $2.27K | Sell |
28,314
-3,637
| -11% | -$291 | ﹤0.01% | 478 |
|
|
2018
Q2 | $2.58M | Sell |
31,951
-4,578
| -13% | -$369K | 0.25% | 113 |
|
|
2018
Q1 | $2.76M | Buy |
+36,529
| New | +$2.76M | 0.26% | 117 |
|