United Capital Financial Advisors’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
Q4 | – | Sell |
-7,463
| Closed | -$583K | – | 1091 |
|
|
2023
Q3 | $583K | Sell |
7,463
-676
| -8% | -$52.8K | ﹤0.01% | 613 |
|
|
2023
Q2 | $704K | Sell |
8,139
-603
| -7% | -$52.2K | ﹤0.01% | 623 |
|
|
2023
Q1 | $742K | Sell |
8,742
-750
| -8% | -$63.7K | ﹤0.01% | 648 |
|
|
2022
Q4 | $799K | Sell |
9,492
-410
| -4% | -$34.5K | ﹤0.01% | 670 |
|
|
2022
Q3 | $806K | Sell |
9,902
-918
| -8% | -$74.7K | ﹤0.01% | 659 |
|
|
2022
Q2 | $995K | Buy |
10,820
+38
| +0.4% | +$3.49K | 0.01% | 637 |
|
|
2022
Q1 | $1.17M | Buy |
10,782
+750
| +7% | +$81.2K | 0.01% | 627 |
|
|
2021
Q4 | $1.17M | Buy |
10,032
+27
| +0.3% | +$3.14K | 0.01% | 645 |
|
|
2021
Q3 | $1.02M | Sell |
10,005
-274
| -3% | -$28K | 0.01% | 675 |
|
|
2021
Q2 | $1.05M | Sell |
10,279
-297
| -3% | -$30.3K | 0.01% | 685 |
|
|
2021
Q1 | $972K | Sell |
10,576
-1,084
| -9% | -$99.6K | 0.01% | 679 |
|
|
2020
Q4 | $999K | Sell |
11,660
-319
| -3% | -$27.3K | 0.01% | 668 |
|
|
2020
Q3 | $956K | Buy |
11,979
+337
| +3% | +$26.9K | 0.01% | 671 |
|
|
2020
Q2 | $917K | Sell |
11,642
-419
| -3% | -$33K | 0.01% | 683 |
|
|
2020
Q1 | $839K | Sell |
12,061
-89
| -0.7% | -$6.19K | 0.01% | 675 |
|
|
2019
Q4 | $1.12M | Buy |
12,150
+377
| +3% | +$34.9K | 0.01% | 731 |
|
|
2019
Q3 | $1.1M | Sell |
11,773
-3,398
| -22% | -$318K | 0.01% | 714 |
|
|
2019
Q2 | $1.33M | Sell |
15,171
-1,448
| -9% | -$126K | 0.01% | 718 |
|
|
2019
Q1 | $1.45M | Sell |
16,619
-725
| -4% | -$63.1K | 0.01% | 672 |
|
|
2018
Q4 | $1.3M | Sell |
17,344
-105,907
| -86% | -$7.94M | 0.01% | 650 |
|
|
2018
Q3 | $9.86M | Sell |
123,251
-37,590
| -23% | -$3.01M | 0.07% | 303 |
|
|
2018
Q2 | $13M | Buy |
160,841
+144,879
| +908% | +$11.7M | 0.1% | 243 |
|
|
2018
Q1 | $1.21M | Sell |
15,962
-157,709
| -91% | -$11.9M | 0.01% | 727 |
|
|
2017
Q4 | $14.1M | Sell |
173,671
-24,812
| -13% | -$2.01M | 0.11% | 219 |
|
|
2017
Q3 | $15.9M | Buy |
198,483
+157,193
| +381% | +$12.6M | 0.13% | 182 |
|
|
2017
Q2 | $3.29M | Sell |
41,290
-139,090
| -77% | -$11.1M | 0.03% | 456 |
|
|
2017
Q1 | $14.2M | Buy |
180,380
+15,864
| +10% | +$1.25M | 0.13% | 180 |
|
|
2016
Q4 | $12.7M | Sell |
164,516
-157,082
| -49% | -$12.1M | 0.12% | 194 |
|
|
2016
Q3 | $25.9M | Buy |
321,598
+93,829
| +41% | +$7.57M | 0.25% | 87 |
|
|
2016
Q2 | $18.7M | Buy |
227,769
+152,644
| +203% | +$12.5M | 0.19% | 115 |
|
|
2016
Q1 | $5.85M | Sell |
75,125
-88,360
| -54% | -$6.88M | 0.06% | 306 |
|
|
2015
Q4 | $12.3M | Buy |
163,485
+126,152
| +338% | +$9.47M | 0.14% | 161 |
|
|
2015
Q3 | $2.65M | Buy |
37,333
+13,790
| +59% | +$978K | 0.03% | 469 |
|
|
2015
Q2 | $1.68M | Sell |
23,543
-305,074
| -93% | -$21.8M | 0.02% | 607 |
|
|
2015
Q1 | $24.8M | Sell |
328,617
-21,898
| -6% | -$1.65M | 0.3% | 85 |
|
|
2014
Q4 | $26.9M | Sell |
350,515
-6,434
| -2% | -$494K | 0.4% | 61 |
|
|
2014
Q3 | $24.7M | Buy |
356,949
+341,196
| +2,166% | +$23.6M | 0.43% | 55 |
|
|
2014
Q2 | $1.13M | Sell |
15,753
-3,861
| -20% | -$277K | 0.02% | 539 |
|
|
2014
Q1 | $1.33M | Buy |
+19,614
| New | +$1.33M | 0.03% | 427 |
|
|
2013
Q4 | – | Sell |
-10,932
| Closed | -$697K | – | 708 |
|
|
2013
Q3 | $697K | Sell |
10,932
-100
| -0.9% | -$6.38K | 0.02% | 393 |
|
|
2013
Q2 | $733K | Buy |
+11,032
| New | +$733K | 0.02% | 450 |
|