Sawyer & Company’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
Q3 | – | Sell |
-155
| Closed | -$14K | – | 174 |
|
|
2022
Q2 | $14K | Sell |
155
-175
| -53% | -$15.8K | 0.01% | 152 |
|
|
2022
Q1 | $36K | Hold |
330
| – | – | 0.02% | 139 |
|
|
2021
Q4 | $38K | Hold |
330
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $34K | Hold |
330
| – | – | 0.02% | 137 |
|
|
2021
Q2 | $34K | Hold |
330
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $30K | Hold |
330
| – | – | 0.01% | 128 |
|
|
2020
Q4 | $28K | Hold |
330
| – | – | 0.01% | 127 |
|
|
2020
Q3 | $26K | Hold |
330
| – | – | 0.02% | 130 |
|
|
2020
Q2 | $26K | Hold |
330
| – | – | 0.02% | 132 |
|
|
2020
Q1 | $23K | Hold |
330
| – | – | 0.02% | 132 |
|
|
2019
Q4 | $31K | Hold |
330
| – | – | 0.02% | 137 |
|
|
2019
Q3 | $31K | Hold |
330
| – | – | 0.02% | 131 |
|
|
2019
Q2 | $29K | Hold |
330
| – | – | 0.02% | 139 |
|
|
2019
Q1 | $29K | Hold |
330
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $25K | Hold |
330
| – | – | 0.02% | 140 |
|
|
2018
Q3 | $26K | Hold |
330
| – | – | 0.02% | 151 |
|
|
2018
Q2 | $27K | Hold |
330
| – | – | 0.02% | 145 |
|
|
2018
Q1 | $25K | Hold |
330
| – | – | 0.02% | 151 |
|
|
2017
Q4 | $27K | Buy |
+330
| New | +$27K | 0.02% | 136 |
|