Shine Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $52K | Hold |
654
| – | – | 0.02% | 289 |
|
|
2020
Q2 | $52K | Sell |
654
-214
| -25% | -$17K | 0.02% | 282 |
|
|
2020
Q1 | $60K | Hold |
868
| – | – | 0.03% | 244 |
|
|
2019
Q4 | $81K | Sell |
868
-131
| -13% | -$12.2K | 0.03% | 240 |
|
|
2019
Q3 | $93K | Sell |
999
-1,160
| -54% | -$108K | 0.04% | 199 |
|
|
2019
Q2 | $189K | Hold |
2,159
| – | – | 0.09% | 117 |
|
|
2019
Q1 | $188K | Hold |
2,159
| – | – | 0.09% | 125 |
|
|
2018
Q4 | $162K | Sell |
2,159
-10,565
| -83% | -$793K | 0.08% | 122 |
|
|
2018
Q3 | $1.02M | Sell |
12,724
-6,692
| -34% | -$535K | 0.54% | 36 |
|
|
2018
Q2 | $1.57M | Hold |
19,416
| – | – | 0.8% | 20 |
|
|
2018
Q1 | $1.47M | Buy |
+19,416
| New | +$1.47M | 0.78% | 20 |
|