RVW Wealth’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
Q4 | – | Sell |
-4,820
| Closed | -$385K | – | 98 |
|
|
2020
Q3 | $385K | Buy |
4,820
+85
| +2% | +$6.79K | 0.07% | 78 |
|
|
2020
Q2 | $373K | Buy |
+4,735
| New | +$373K | 0.07% | 77 |
|
|
2020
Q1 | – | Sell |
-15,457
| Closed | -$1.44M | – | 100 |
|
|
2019
Q4 | $1.44M | Buy |
15,457
+6,981
| +82% | +$650K | 0.31% | 39 |
|
|
2019
Q3 | $793K | Hold |
8,476
| – | – | 0.19% | 48 |
|
|
2019
Q2 | $740K | Hold |
8,476
| – | – | 0.18% | 41 |
|
|
2019
Q1 | $738K | Buy |
+8,476
| New | +$738K | 0.19% | 40 |
|