TA
Tiedemann Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,693
| Closed | -$377K | – | 327 |
|
|
2021
Q2 | $377K | Hold |
3,693
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $340K | Hold |
3,693
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $317K | Hold |
3,693
| – | – | 0.02% | 248 |
|
|
2020
Q3 | $296K | Hold |
3,693
| – | – | 0.01% | 264 |
|
|
2020
Q2 | $291K | Hold |
3,693
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $257K | Sell |
3,693
-20
| -0.5% | -$1.39K | 0.02% | 252 |
|
|
2019
Q4 | $345K | Hold |
3,713
| – | – | 0.02% | 234 |
|
|
2019
Q3 | $348K | Hold |
3,713
| – | – | 0.02% | 246 |
|
|
2019
Q2 | $324K | Hold |
3,713
| – | – | 0.02% | 236 |
|
|
2019
Q1 | $323K | Hold |
3,713
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $278K | Buy |
+3,713
| New | +$278K | 0.01% | 353 |
|