Symons Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,337
| Closed | -$714K | – | 91 |
|
|
2020
Q4 | $714K | Buy |
8,337
+635
| +8% | +$54.4K | 0.39% | 38 |
|
|
2020
Q3 | $615K | Buy |
7,702
+546
| +8% | +$43.6K | 0.38% | 35 |
|
|
2020
Q2 | $564K | Sell |
7,156
-5,838
| -45% | -$460K | 0.36% | 35 |
|
|
2020
Q1 | $904K | Buy |
12,994
+2,384
| +22% | +$166K | 0.53% | 41 |
|
|
2019
Q4 | $988K | Buy |
10,610
+1,278
| +14% | +$119K | 0.51% | 36 |
|
|
2019
Q3 | $873K | Buy |
9,332
+4,806
| +106% | +$450K | 0.4% | 38 |
|
|
2019
Q2 | $395K | Buy |
+4,526
| New | +$395K | 0.16% | 44 |
|