Royal Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55,167
| Closed | -$4.49M | – | 216 |
|
|
2022
Q3 | $4.49M | Buy |
55,167
+111
| +0.2% | +$9.04K | 0.82% | 46 |
|
|
2022
Q2 | $5.06M | Sell |
55,056
-47,707
| -46% | -$4.39M | 0.84% | 42 |
|
|
2022
Q1 | $11.1M | Buy |
102,763
+45,898
| +81% | +$4.97M | 1.61% | 13 |
|
|
2021
Q4 | $6.6M | Sell |
56,865
-19,565
| -26% | -$2.27M | 0.95% | 29 |
|
|
2021
Q3 | $7.83M | Buy |
+76,430
| New | +$7.83M | 1.14% | 21 |
|
|
2020
Q2 | – | Sell |
-4,229
| Closed | -$294K | – | 355 |
|
|
2020
Q1 | $294K | Buy |
+4,229
| New | +$294K | 0.12% | 108 |
|
|
2017
Q4 | – | Sell |
-1,308
| Closed | -$104K | – | 670 |
|
|
2017
Q3 | $104K | Buy |
+1,308
| New | +$104K | 0.04% | 118 |
|