Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $502K | Hold |
6,289
| – | – | 0.17% | 66 |
|
|
2020
Q2 | $496K | Sell |
6,289
-900
| -13% | -$71K | 0.17% | 73 |
|
|
2020
Q1 | $500K | Sell |
7,189
-970
| -12% | -$67.5K | 0.19% | 69 |
|
|
2019
Q4 | $759K | Sell |
8,159
-85
| -1% | -$7.91K | 0.23% | 65 |
|
|
2019
Q3 | $771K | Hold |
8,244
| – | – | 0.25% | 65 |
|
|
2019
Q2 | $720K | Sell |
8,244
-135
| -2% | -$11.8K | 0.23% | 68 |
|
|
2019
Q1 | $729K | Sell |
8,379
-45
| -0.5% | -$3.92K | 0.22% | 70 |
|
|
2018
Q4 | $631K | Sell |
8,424
-555
| -6% | -$41.6K | 0.2% | 72 |
|
|
2018
Q3 | $718K | Sell |
8,979
-115
| -1% | -$9.2K | 0.2% | 75 |
|
|
2018
Q2 | $733K | Sell |
9,094
-1,420
| -14% | -$114K | 0.21% | 74 |
|
|
2018
Q1 | $793K | Sell |
10,514
-430
| -4% | -$32.4K | 0.22% | 72 |
|
|
2017
Q4 | $887K | Sell |
10,944
-99
| -0.9% | -$8.02K | 0.24% | 63 |
|
|
2017
Q3 | $882K | Hold |
11,043
| – | – | 0.32% | 41 |
|
|
2017
Q2 | $881K | Sell |
11,043
-300
| -3% | -$23.9K | 0.3% | 48 |
|
|
2017
Q1 | $890K | Hold |
11,343
| – | – | 0.3% | 47 |
|
|
2016
Q4 | $873K | Sell |
11,343
-23,895
| -68% | -$1.84M | 0.31% | 47 |
|
|
2016
Q3 | $2.84M | Buy |
35,238
+869
| +3% | +$70.1K | 1.04% | 18 |
|
|
2016
Q2 | $2.83M | Buy |
34,369
+395
| +1% | +$32.5K | 0.99% | 20 |
|
|
2016
Q1 | $2.65M | Buy |
33,974
+22,715
| +202% | +$1.77M | 0.94% | 23 |
|
|
2015
Q4 | $845K | Sell |
11,259
-25
| -0.2% | -$1.88K | 0.3% | 48 |
|
|
2015
Q3 | $801K | Sell |
11,284
-10
| -0.1% | -$710 | 0.29% | 50 |
|
|
2015
Q2 | $805K | Buy |
11,294
+210
| +2% | +$15K | 0.27% | 51 |
|
|
2015
Q1 | $879K | Sell |
11,084
-5,265
| -32% | -$418K | 0.29% | 54 |
|
|
2014
Q4 | $1.26M | Buy |
16,349
+3,585
| +28% | +$275K | 0.4% | 44 |
|
|
2014
Q3 | $883K | Sell |
12,764
-44,570
| -78% | -$3.08M | 0.3% | 50 |
|
|
2014
Q2 | $4.12M | Buy |
57,334
+38,228
| +200% | +$2.74M | 1.68% | 11 |
|
|
2014
Q1 | $1.29M | Buy |
19,106
+2,740
| +17% | +$185K | 0.63% | 35 |
|
|
2013
Q4 | $1.03M | Sell |
16,366
-527
| -3% | -$33.2K | 0.52% | 40 |
|
|
2013
Q3 | $1.08M | Sell |
16,893
-683
| -4% | -$43.6K | 0.58% | 39 |
|
|
2013
Q2 | $1.17M | Buy |
+17,576
| New | +$1.17M | 0.63% | 33 |
|