Sunflower Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,736
| Closed | -$513K | – | 172 |
|
|
2022
Q1 | $513K | Hold |
4,736
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $550K | Buy |
4,736
+85
| +2% | +$9.87K | 0.07% | 110 |
|
|
2021
Q3 | $476K | Sell |
4,651
-50
| -1% | -$5.12K | 0.07% | 115 |
|
|
2021
Q2 | $479K | Sell |
4,701
-988
| -17% | -$101K | 0.07% | 124 |
|
|
2021
Q1 | $523K | Hold |
5,689
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $487K | Buy |
+5,689
| New | +$487K | 0.08% | 114 |
|