TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $285K | Sell |
3,622
-212
| -6% | -$16.7K | 0.12% | 103 |
|
|
2020
Q1 | $267K | Hold |
3,834
| – | – | 0.13% | 99 |
|
|
2019
Q4 | $357K | Buy |
3,834
+6
| +0.2% | +$559 | 0.14% | 96 |
|
|
2019
Q3 | $358K | Hold |
3,828
| – | – | 0.15% | 93 |
|
|
2019
Q2 | $334K | Sell |
3,828
-398
| -9% | -$34.7K | 0.15% | 96 |
|
|
2019
Q1 | $368K | Sell |
4,226
-1,364
| -24% | -$119K | 0.17% | 91 |
|
|
2018
Q4 | $419K | Buy |
5,590
+5
| +0.1% | +$375 | 0.21% | 77 |
|
|
2018
Q3 | $447K | Sell |
5,585
-1,411
| -20% | -$113K | 0.2% | 77 |
|
|
2018
Q2 | $564K | Sell |
6,996
-1,400
| -17% | -$113K | 0.27% | 58 |
|
|
2018
Q1 | $634K | Buy |
8,396
+748
| +10% | +$56.5K | 0.32% | 47 |
|
|
2017
Q4 | $620K | Buy |
+7,648
| New | +$620K | 0.29% | 58 |
|