Thompson Siegel & Walmsley’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-981
| Closed | -$90K | – | 446 |
|
|
2023
Q4 | $90K | Buy |
981
+189
| +24% | +$17.3K | ﹤0.01% | 385 |
|
|
2023
Q3 | $62K | Buy |
792
+613
| +342% | +$48K | ﹤0.01% | 410 |
|
|
2023
Q2 | $15K | Hold |
179
| – | – | ﹤0.01% | 477 |
|
|
2023
Q1 | $15K | Hold |
179
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $15K | Hold |
179
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $15K | Buy |
+179
| New | +$15K | ﹤0.01% | 469 |
|
|
2016
Q2 | – | Sell |
-175
| Closed | -$14K | – | 798 |
|
|
2016
Q1 | $14K | Buy |
+175
| New | +$14K | ﹤0.01% | 563 |
|