Swaine & Leidel Wealth Services’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 | $643K | Buy |
+6,281
| New | +$643K | 0.57% | 38 |
|
|
2020
Q1 | – | Sell |
-7,515
| Closed | -$699K | – | 58 |
|
|
2019
Q4 | $699K | Hold |
7,515
| – | – | 0.58% | 40 |
|
|
2019
Q3 | $703K | Buy |
7,515
+925
| +14% | +$86.5K | 0.64% | 39 |
|
|
2019
Q2 | $575K | Buy |
6,590
+1,585
| +32% | +$138K | 0.61% | 37 |
|
|
2019
Q1 | $436K | Buy |
5,005
+1,549
| +45% | +$135K | 0.55% | 37 |
|
|
2018
Q4 | $293K | Buy |
+3,456
| New | +$293K | 0.47% | 36 |
|