Stearns Financial Services Group’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
$34K Buy
432
+2
+0.5% +$157 0.01% 182
2020
Q2
$34K Sell
430
-35
-8% -$2.77K 0.01% 166
2020
Q1
$32K Hold
465
0.01% 162
2019
Q4
$43K Buy
465
+5
+1% +$462 0.01% 158
2019
Q3
$43K Buy
460
+1
+0.2% +$93 0.01% 152
2019
Q2
$40K Buy
459
+2
+0.4% +$174 0.01% 146
2019
Q1
$40K Buy
457
+2
+0.4% +$175 0.01% 150
2018
Q4
$34K Sell
455
-31
-6% -$2.32K 0.01% 152
2018
Q3
$39K Buy
+486
New +$39K 0.01% 148