Sargent Bickham Lagudis’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 | $29.4K | Sell |
349
-17,737
| -98% | -$1.49M | ﹤0.01% | 529 |
|
|
2022
Q3 | $1.47M | Buy |
18,086
+11,147
| +161% | +$908K | 0.13% | 117 |
|
|
2022
Q2 | $639K | Sell |
6,939
-621
| -8% | -$57.2K | 0.06% | 160 |
|
|
2022
Q1 | $818K | Sell |
7,560
-8,810
| -54% | -$953K | 0.06% | 151 |
|
|
2021
Q4 | $1.9M | Buy |
16,370
+11,112
| +211% | +$1.29M | 0.14% | 106 |
|
|
2021
Q3 | $538K | Sell |
5,258
-4,508
| -46% | -$461K | 0.04% | 164 |
|
|
2021
Q2 | $996K | Buy |
9,766
+9,530
| +4,038% | +$972K | 0.08% | 126 |
|
|
2021
Q1 | $22K | Hold |
236
| – | – | ﹤0.01% | 572 |
|
|
2020
Q4 | $20K | Hold |
236
| – | – | ﹤0.01% | 560 |
|
|
2020
Q3 | $19K | Hold |
236
| – | – | ﹤0.01% | 516 |
|
|
2020
Q2 | $19K | Hold |
236
| – | – | ﹤0.01% | 501 |
|
|
2020
Q1 | $16K | Sell |
236
-114
| -33% | -$7.73K | ﹤0.01% | 497 |
|
|
2019
Q4 | $33K | Buy |
350
+114
| +48% | +$10.7K | ﹤0.01% | 441 |
|
|
2019
Q3 | $22K | Hold |
236
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $21K | Sell |
236
-7,233
| -97% | -$644K | ﹤0.01% | 486 |
|
|
2019
Q1 | $650K | Buy |
7,469
+7,233
| +3,065% | +$629K | 0.08% | 137 |
|
|
2018
Q4 | $18K | Hold |
236
| – | – | ﹤0.01% | 504 |
|
|
2018
Q3 | $19K | Sell |
236
-73
| -24% | -$5.88K | ﹤0.01% | 510 |
|
|
2018
Q2 | $25K | Sell |
309
-118
| -28% | -$9.55K | ﹤0.01% | 459 |
|
|
2018
Q1 | $32K | Hold |
427
| – | – | ﹤0.01% | 431 |
|
|
2017
Q4 | $35K | Hold |
427
| – | – | ﹤0.01% | 421 |
|
|
2017
Q3 | $34K | Hold |
427
| – | – | ﹤0.01% | 429 |
|
|
2017
Q2 | $34K | Hold |
427
| – | – | ﹤0.01% | 416 |
|
|
2017
Q1 | $34K | Sell |
427
-856
| -67% | -$68.2K | ﹤0.01% | 415 |
|
|
2016
Q4 | $99K | Buy |
1,283
+2
| +0.2% | +$154 | 0.02% | 262 |
|
|
2016
Q3 | $103 | Buy |
1,281
+354
| +38% | +$28 | 0.02% | 268 |
|
|
2016
Q2 | $76K | Hold |
927
| – | – | 0.01% | 290 |
|
|
2016
Q1 | $72K | Buy |
+927
| New | +$72K | 0.01% | 309 |
|