TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,173
| Closed | -$188K | – | 259 |
|
|
2023
Q2 | $188K | Sell |
2,173
-493
| -18% | -$42.7K | ﹤0.01% | 173 |
|
|
2023
Q1 | $226K | Sell |
2,666
-1,413
| -35% | -$120K | ﹤0.01% | 171 |
|
|
2022
Q4 | $343K | Sell |
4,079
-1,178
| -22% | -$99.1K | ﹤0.01% | 158 |
|
|
2022
Q3 | $428K | Sell |
5,257
-708
| -12% | -$57.6K | ﹤0.01% | 150 |
|
|
2022
Q2 | $549K | Sell |
5,965
-2,052
| -26% | -$189K | ﹤0.01% | 150 |
|
|
2022
Q1 | $868K | Sell |
8,017
-1,286
| -14% | -$139K | 0.01% | 146 |
|
|
2021
Q4 | $1.08M | Sell |
9,303
-2,730
| -23% | -$317K | 0.01% | 126 |
|
|
2021
Q3 | $961K | Buy |
12,033
+772
| +7% | +$61.7K | 0.01% | 117 |
|
|
2021
Q2 | $1.15M | Sell |
11,261
-1,055
| -9% | -$108K | 0.01% | 113 |
|
|
2021
Q1 | $1.06M | Hold |
12,316
| – | – | 0.01% | 113 |
|
|
2020
Q4 | $1.06M | Buy |
12,316
+283
| +2% | +$24.2K | 0.01% | 113 |
|
|
2020
Q3 | $961K | Buy |
12,033
+3,866
| +47% | +$309K | 0.01% | 117 |
|
|
2020
Q2 | $644K | Sell |
8,167
-1,957
| -19% | -$154K | 0.01% | 142 |
|
|
2020
Q1 | $704K | Buy |
10,124
+2,330
| +30% | +$162K | 0.01% | 138 |
|
|
2019
Q4 | $725K | Buy |
7,794
+3,326
| +74% | +$309K | 0.01% | 151 |
|
|
2019
Q3 | $418K | Buy |
4,468
+1,490
| +50% | +$139K | ﹤0.01% | 168 |
|
|
2019
Q2 | $260K | Buy |
2,978
+2,426
| +439% | +$212K | ﹤0.01% | 180 |
|
|
2019
Q1 | $48K | Buy |
552
+140
| +34% | +$12.2K | ﹤0.01% | 246 |
|
|
2018
Q4 | $31K | Buy |
+412
| New | +$31K | ﹤0.01% | 267 |
|
|
2015
Q4 | – | Sell |
-9
| Closed | -$1K | – | 88 |
|
|
2015
Q3 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 84 |
|
|
2015
Q2 | $1K | Buy |
13
+1
| +8% | +$77 | ﹤0.01% | 84 |
|
|
2015
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 86 |
|
|
2014
Q4 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 83 |
|
|
2014
Q3 | $1K | Sell |
15
-1
| -6% | -$67 | ﹤0.01% | 84 |
|
|
2014
Q2 | $1K | Sell |
16
-1,577
| -99% | -$98.6K | ﹤0.01% | 83 |
|
|
2014
Q1 | $108K | Buy |
1,593
+115
| +8% | +$7.8K | ﹤0.01% | 70 |
|
|
2013
Q4 | $93K | Sell |
1,478
-336
| -19% | -$21.1K | ﹤0.01% | 71 |
|
|
2013
Q3 | $116K | Buy |
1,814
+299
| +20% | +$19.1K | ﹤0.01% | 71 |
|
|
2013
Q2 | $101K | Buy |
+1,515
| New | +$101K | ﹤0.01% | 70 |
|