Tarbox Family Office’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 |
-1,500
| Closed | -$162K | – | 558 |
|
|
2022
Q1 | $162K | Hold |
1,500
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $174K | Hold |
1,500
| – | – | 0.03% | 129 |
|
|
2021
Q3 | $154K | Hold |
1,500
| – | – | 0.03% | 147 |
|
|
2021
Q2 | $153K | Hold |
1,500
| – | – | 0.03% | 150 |
|
|
2021
Q1 | $138K | Hold |
1,500
| – | – | 0.03% | 135 |
|
|
2020
Q4 | $128K | Hold |
1,500
| – | – | 0.03% | 137 |
|
|
2020
Q3 | $120K | Hold |
1,500
| – | – | 0.03% | 133 |
|
|
2020
Q2 | $118K | Hold |
1,500
| – | – | 0.03% | 129 |
|
|
2020
Q1 | $104K | Hold |
1,500
| – | – | 0.03% | 130 |
|
|
2019
Q4 | $140K | Hold |
1,500
| – | – | 0.04% | 124 |
|
|
2019
Q3 | $140K | Hold |
1,500
| – | – | 0.04% | 106 |
|
|
2019
Q2 | $131K | Hold |
1,500
| – | – | 0.04% | 110 |
|
|
2019
Q1 | $131K | Hold |
1,500
| – | – | 0.05% | 104 |
|
|
2018
Q4 | $112K | Hold |
1,500
| – | – | 0.05% | 107 |
|
|
2018
Q3 | $120K | Hold |
1,500
| – | – | 0.04% | 114 |
|
|
2018
Q2 | $121K | Hold |
1,500
| – | – | 0.05% | 111 |
|
|
2018
Q1 | $113K | Hold |
1,500
| – | – | 0.04% | 119 |
|
|
2017
Q4 | $122K | Hold |
1,500
| – | – | 0.05% | 113 |
|
|
2017
Q3 | $120K | Hold |
1,500
| – | – | 0.05% | 107 |
|
|
2017
Q2 | $120K | Buy |
+1,500
| New | +$120K | 0.06% | 101 |
|