Shepherd Financial Partners’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
Q1 | – | Sell |
-12,785
| Closed | -$1.19M | – | 127 |
|
|
2019
Q4 | $1.19M | Buy |
12,785
+78
| +0.6% | +$7.27K | 0.28% | 61 |
|
|
2019
Q3 | $1.19M | Sell |
12,707
-362
| -3% | -$33.9K | 0.3% | 56 |
|
|
2019
Q2 | $1.14M | Sell |
13,069
-44
| -0.3% | -$3.84K | 0.21% | 57 |
|
|
2019
Q1 | $1.14M | Sell |
13,113
-85
| -0.6% | -$7.4K | 0.22% | 57 |
|
|
2018
Q4 | $990K | Sell |
13,198
-11
| -0.1% | -$825 | 0.22% | 56 |
|
|
2018
Q3 | $1.06M | Hold |
13,209
| – | – | 0.24% | 59 |
|
|
2018
Q2 | $1.06M | Sell |
13,209
-150
| -1% | -$12K | 0.24% | 60 |
|
|
2018
Q1 | $1.01M | Hold |
13,359
| – | – | 0.25% | 51 |
|
|
2017
Q4 | $1.08M | Buy |
13,359
+8
| +0.1% | +$647 | 0.25% | 52 |
|
|
2017
Q3 | $1.07M | Buy |
13,351
+96
| +0.7% | +$7.72K | 0.25% | 51 |
|
|
2017
Q2 | $1.04M | Buy |
+13,255
| New | +$1.04M | 0.25% | 54 |
|