Wealthspire Advisors (Maryland)’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
Q3 | $208K | Sell |
2,609
-215
| -8% | -$17.1K | 0.01% | 445 |
|
|
2020
Q2 | $223K | Sell |
2,824
-235
| -8% | -$18.6K | 0.02% | 397 |
|
|
2020
Q1 | $213K | Sell |
3,059
-413
| -12% | -$28.8K | 0.02% | 370 |
|
|
2019
Q4 | $323K | Sell |
3,472
-129
| -4% | -$12K | 0.02% | 358 |
|
|
2019
Q3 | $337K | Sell |
3,601
-527
| -13% | -$49.3K | 0.02% | 323 |
|
|
2019
Q2 | $360K | Sell |
4,128
-395
| -9% | -$34.4K | 0.03% | 311 |
|
|
2019
Q1 | $394K | Sell |
4,523
-1,791
| -28% | -$156K | 0.03% | 294 |
|
|
2018
Q4 | $473K | Buy |
6,314
+218
| +4% | +$16.3K | 0.04% | 231 |
|
|
2018
Q3 | $488K | Buy |
6,096
+163
| +3% | +$13K | 0.04% | 251 |
|
|
2018
Q2 | $478K | Sell |
5,933
-3,215
| -35% | -$259K | 0.04% | 247 |
|
|
2018
Q1 | $690K | Sell |
9,148
-188
| -2% | -$14.2K | 0.07% | 187 |
|
|
2017
Q4 | $756K | Sell |
9,336
-2,822
| -23% | -$229K | 0.07% | 169 |
|
|
2017
Q3 | $971K | Sell |
12,158
-2,016
| -14% | -$161K | 0.11% | 137 |
|
|
2017
Q2 | $1.13M | Sell |
14,174
-563
| -4% | -$44.9K | 0.13% | 111 |
|
|
2017
Q1 | $1.16M | Sell |
14,737
-1,973
| -12% | -$155K | 0.16% | 91 |
|
|
2016
Q4 | $1.29M | Sell |
16,710
-789
| -5% | -$60.7K | 0.19% | 80 |
|
|
2016
Q3 | $1.41M | Buy |
17,499
+4,250
| +32% | +$343K | 0.22% | 72 |
|
|
2016
Q2 | $1.09M | Buy |
13,249
+30
| +0.2% | +$2.47K | 0.18% | 88 |
|
|
2016
Q1 | $1.03M | Sell |
13,219
-439
| -3% | -$34.2K | 0.18% | 87 |
|
|
2015
Q4 | $1.03M | Buy |
+13,658
| New | +$1.03M | 0.19% | 87 |
|