Winthrop Advisory Group’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
Q1 | – | Sell |
-3,447
| Closed | -$321K | – | 91 |
|
|
2019
Q4 | $321K | Buy |
3,447
+33
| +1% | +$3.07K | 0.12% | 70 |
|
|
2019
Q3 | $319K | Buy |
3,414
+24
| +0.7% | +$2.24K | 0.13% | 69 |
|
|
2019
Q2 | $296K | Buy |
3,390
+26
| +0.8% | +$2.27K | 0.12% | 67 |
|
|
2019
Q1 | $293K | Buy |
3,364
+23
| +0.7% | +$2K | 0.13% | 69 |
|
|
2018
Q4 | $250K | Buy |
+3,341
| New | +$250K | 0.13% | 67 |
|