TrustCore Financial Services’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
Q4 | $108K | Buy |
1,282
+75
| +6% | +$6.31K | 0.01% | 342 |
|
|
2022
Q3 | $98K | Hold |
1,207
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $111K | Hold |
1,207
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $131K | Buy |
1,207
+995
| +469% | +$108K | 0.01% | 321 |
|
|
2021
Q4 | $25K | Sell |
212
-1,006
| -83% | -$119K | ﹤0.01% | 567 |
|
|
2021
Q3 | $125K | Sell |
1,218
-150
| -11% | -$15.4K | 0.01% | 314 |
|
|
2021
Q2 | $139K | Buy |
1,368
+150
| +12% | +$15.2K | 0.01% | 303 |
|
|
2021
Q1 | $112K | Buy |
1,218
+1,000
| +459% | +$92K | 0.01% | 318 |
|
|
2020
Q4 | $19K | Hold |
218
| – | – | ﹤0.01% | 573 |
|
|
2020
Q3 | $17K | Hold |
218
| – | – | ﹤0.01% | 523 |
|
|
2020
Q2 | $17K | Hold |
218
| – | – | ﹤0.01% | 544 |
|
|
2020
Q1 | $15K | Buy |
218
+11
| +5% | +$757 | ﹤0.01% | 520 |
|
|
2019
Q4 | $19K | Hold |
207
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $19K | Hold |
207
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $18K | Buy |
+207
| New | +$18K | ﹤0.01% | 519 |
|