RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-131
| Closed | -$10.3K | – | 287 |
|
|
2020
Q2 | $10.3K | Buy |
+131
| New | +$10.3K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-204
| Closed | -$19K | – | 272 |
|
|
2019
Q4 | $19K | Sell |
204
-321
| -61% | -$29.9K | 0.01% | 219 |
|
|
2019
Q3 | $49.1K | Sell |
525
-13
| -2% | -$1.22K | 0.03% | 162 |
|
|
2019
Q2 | $47K | Sell |
538
-38
| -7% | -$3.32K | 0.03% | 165 |
|
|
2019
Q1 | $50.1K | Buy |
576
+302
| +110% | +$26.3K | 0.03% | 165 |
|
|
2018
Q4 | $20.5K | Hold |
274
| – | – | 0.02% | 157 |
|
|
2018
Q3 | $21.9K | Sell |
274
-40
| -13% | -$3.2K | 0.02% | 168 |
|
|
2018
Q2 | $25.3K | Buy |
+314
| New | +$25.3K | 0.02% | 152 |
|
|
2018
Q1 | – | Sell |
-649
| Closed | -$52.6K | – | 268 |
|
|
2017
Q4 | $52.6K | Sell |
649
-23,539
| -97% | -$1.91M | 0.04% | 121 |
|
|
2017
Q3 | $1.93M | Buy |
24,188
+23,434
| +3,108% | +$1.87M | 1.58% | 27 |
|
|
2017
Q2 | $60.1K | Buy |
+754
| New | +$60.1K | 0.05% | 123 |
|
|
2016
Q1 | – | Sell |
-262
| Closed | -$19.7K | – | 278 |
|
|
2015
Q4 | $19.7K | Buy |
+262
| New | +$19.7K | 0.02% | 145 |
|