Sanford Advisory Services’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 |
-2,909
| Closed | -$237K | – | 122 |
|
|
2022
Q3 | $237K | Sell |
2,909
-192
| -6% | -$15.6K | 0.07% | 100 |
|
|
2022
Q2 | $285K | Hold |
3,101
| – | – | 0.08% | 95 |
|
|
2022
Q1 | $336K | Hold |
3,101
| – | – | 0.09% | 80 |
|
|
2021
Q4 | $360K | Buy |
3,101
+871
| +39% | +$101K | 0.08% | 81 |
|
|
2021
Q3 | $228K | Buy |
2,230
+140
| +7% | +$14.3K | 0.06% | 100 |
|
|
2021
Q2 | $213K | Buy |
+2,090
| New | +$213K | 0.05% | 100 |
|
|
2021
Q1 | – | Sell |
-3,644
| Closed | -$312K | – | 105 |
|
|
2020
Q4 | $312K | Buy |
+3,644
| New | +$312K | 0.1% | 74 |
|