Westside Investment Management’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 | – | Sell |
-220
| Closed | -$15 | – | 677 |
|
|
2020
Q1 | $15 | Buy |
+220
| New | +$15 | ﹤0.01% | 423 |
|
|
2019
Q2 | $19 | Buy |
+220
| New | +$19 | ﹤0.01% | 395 |
|
|
2018
Q4 | $16.5K | Buy |
+220
| New | +$16.5K | 0.01% | 395 |
|
|
2018
Q3 | – | Sell |
-220
| Closed | -$17.6K | – | 787 |
|
|
2018
Q2 | $17.6K | Hold |
220
| – | – | 0.01% | 433 |
|
|
2018
Q1 | $16.4K | Sell |
220
-54
| -20% | -$4.02K | 0.01% | 423 |
|
|
2017
Q4 | $21.9K | Buy |
274
+1
| +0.4% | +$80 | 0.01% | 393 |
|
|
2017
Q3 | $22K | Buy |
273
+35
| +15% | +$2.82K | 0.01% | 370 |
|
|
2017
Q2 | $18.6K | Buy |
238
+35
| +17% | +$2.74K | 0.01% | 398 |
|
|
2017
Q1 | $15.9K | Buy |
+203
| New | +$15.9K | 0.01% | 395 |
|