Rockbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-94
| Closed | -$8.59K | – | 381 |
|
|
2023
Q4 | $8.59K | Buy |
+94
| New | +$8.59K | ﹤0.01% | 414 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$6.44K | – | 358 |
|
|
2022
Q2 | $6.44K | Sell |
70
-330
| -83% | -$30.4K | ﹤0.01% | 425 |
|
|
2022
Q1 | $44K | Sell |
400
-10
| -2% | -$1.1K | 0.01% | 312 |
|
|
2021
Q4 | $48K | Hold |
410
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $42K | Hold |
410
| – | – | 0.01% | 345 |
|
|
2021
Q2 | $42K | Buy |
410
+330
| +413% | +$33.8K | 0.01% | 341 |
|
|
2021
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 543 |
|
|
2020
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 477 |
|