Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-380
| Closed | -$28K | – | 335 |
|
|
2018
Q4 | $28K | Hold |
380
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $30K | Hold |
380
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $31K | Hold |
380
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $29K | Hold |
380
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $31K | Hold |
380
| – | – | 0.02% | 292 |
|
|
2017
Q3 | $30K | Hold |
380
| – | – | 0.02% | 270 |
|
|
2017
Q2 | $30K | Hold |
380
| – | – | 0.02% | 264 |
|
|
2017
Q1 | $30K | Hold |
380
| – | – | 0.02% | 260 |
|
|
2016
Q4 | $29K | Hold |
380
| – | – | 0.02% | 274 |
|
|
2016
Q3 | $31K | Sell |
380
-1,316
| -78% | -$107K | 0.02% | 261 |
|
|
2016
Q2 | $140K | Hold |
1,696
| – | – | 0.09% | 228 |
|
|
2016
Q1 | $132K | Buy |
+1,696
| New | +$132K | 0.12% | 146 |
|