Wealthspire Advisors (Maryland)’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $208K | Sell |
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2020
Q2 | $223K | Sell |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $360K | Sell |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $473K | Buy |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $478K | Sell |
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|
2018
Q1 | $690K | Sell |
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|
2017
Q4 | $756K | Sell |
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|
2017
Q3 | $971K | Sell |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.41M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.02M | Buy |
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