RegentAtlantic Capital’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
Q3 | $735K | Sell |
9,024
-77
| -0.8% | -$6.27K | 0.02% | 365 |
|
|
2022
Q2 | $837K | Sell |
9,101
-448
| -5% | -$41.2K | 0.03% | 345 |
|
|
2022
Q1 | $1.03M | Buy |
9,549
+160
| +2% | +$17.3K | 0.03% | 318 |
|
|
2021
Q4 | $1.09M | Sell |
9,389
-958
| -9% | -$111K | 0.03% | 314 |
|
|
2021
Q3 | $1.06M | Sell |
10,347
-188
| -2% | -$19.2K | 0.03% | 293 |
|
|
2021
Q2 | $1.07M | Sell |
10,535
-1,238
| -11% | -$126K | 0.03% | 283 |
|
|
2021
Q1 | $1.08M | Sell |
11,773
-738
| -6% | -$67.8K | 0.04% | 267 |
|
|
2020
Q4 | $1.07M | Sell |
12,511
-3,926
| -24% | -$336K | 0.04% | 236 |
|
|
2020
Q3 | $1.31M | Hold |
16,437
| – | – | 0.06% | 200 |
|
|
2020
Q2 | $1.3M | Buy |
16,437
+9,543
| +138% | +$752K | 0.07% | 191 |
|
|
2020
Q1 | $480K | Buy |
+6,894
| New | +$480K | 0.04% | 274 |
|