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 |
|