Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-226
| Closed | -$18K | – | 167 |
|
|
2018
Q3 | $18K | Hold |
226
| – | – | 0.01% | 105 |
|
|
2018
Q2 | $18K | Hold |
226
| – | – | 0.02% | 112 |
|
|
2018
Q1 | $17K | Hold |
226
| – | – | 0.01% | 113 |
|
|
2017
Q4 | $18K | Hold |
226
| – | – | 0.01% | 109 |
|
|
2017
Q3 | $18K | Hold |
226
| – | – | 0.01% | 99 |
|
|
2017
Q2 | $18K | Sell |
226
-10
| -4% | -$796 | 0.01% | 101 |
|
|
2017
Q1 | $19K | Hold |
236
| – | – | 0.01% | 99 |
|
|
2016
Q4 | $18K | Sell |
236
-483
| -67% | -$36.8K | 0.01% | 100 |
|
|
2016
Q3 | $58K | Sell |
719
-7
| -1% | -$565 | 0.05% | 60 |
|
|
2016
Q2 | $60K | Hold |
726
| – | – | 0.06% | 59 |
|
|
2016
Q1 | $57K | Sell |
726
-59
| -8% | -$4.63K | 0.06% | 58 |
|
|
2015
Q4 | $59K | Buy |
+785
| New | +$59K | 0.06% | 58 |
|