Sonora Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 877 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 806 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 1521 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$22K | – | 1513 |
|
|
2018
Q4 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 607 |
|
|
2018
Q1 | – | Sell |
-21
| Closed | -$1.7K | – | 1211 |
|
|
2017
Q4 | $1.7K | Buy |
+21
| New | +$1.7K | ﹤0.01% | 1089 |
|