SignatureFD’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$439 | – | 3273 |
|
|
2024
Q2 | $439 | Sell |
5
-250
| -98% | -$22K | ﹤0.01% | 2991 |
|
|
2024
Q1 | $22.9K | Buy |
255
+5
| +2% | +$450 | ﹤0.01% | 1930 |
|
|
2023
Q4 | $22.9K | Sell |
250
-250
| -50% | -$22.9K | ﹤0.01% | 1860 |
|
|
2023
Q3 | $39.1K | Hold |
500
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q2 | $43.3K | Buy |
+500
| New | +$43.3K | ﹤0.01% | 1511 |
|
|
2021
Q1 | – | Sell |
-224
| Closed | -$19K | – | 2772 |
|
|
2020
Q4 | $19K | Buy |
224
+7
| +3% | +$594 | ﹤0.01% | 1467 |
|
|
2020
Q3 | $17K | Buy |
+217
| New | +$17K | ﹤0.01% | 1440 |
|
|
2020
Q2 | – | Sell |
-156
| Closed | -$11K | – | 2558 |
|
|
2020
Q1 | $11K | Hold |
156
| – | – | ﹤0.01% | 1432 |
|
|
2019
Q4 | $15K | Hold |
156
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q3 | $15K | Hold |
156
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q2 | $14K | Buy |
+156
| New | +$14K | ﹤0.01% | 1312 |
|
|
2015
Q3 | – | Sell |
-352
| Closed | -$25K | – | 1292 |
|
|
2015
Q2 | $25K | Sell |
352
-3,495
| -91% | -$248K | 0.01% | 427 |
|
|
2015
Q1 | $305K | Buy |
3,847
+1,047
| +37% | +$83K | 0.07% | 101 |
|
|
2014
Q4 | $215K | Hold |
2,800
| – | – | 0.05% | 124 |
|
|
2014
Q3 | $194K | Hold |
2,800
| – | – | 0.06% | 118 |
|
|
2014
Q2 | $201K | Buy |
+2,800
| New | +$201K | 0.07% | 120 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$7K | – | 709 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 368 |
|