Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,389
| Closed | -$245K | – | 426 |
|
|
2021
Q3 | $245K | Sell |
2,389
-49
| -2% | -$5.03K | 0.03% | 242 |
|
|
2021
Q2 | $248K | Sell |
2,438
-100
| -4% | -$10.2K | 0.03% | 376 |
|
|
2021
Q1 | $233K | Buy |
+2,538
| New | +$233K | 0.02% | 369 |
|
|
2020
Q4 | – | Sell |
-2,532
| Closed | -$202K | – | 281 |
|
|
2020
Q3 | $202K | Buy |
+2,532
| New | +$202K | 0.03% | 333 |
|
|
2020
Q1 | – | Sell |
-2,216
| Closed | -$206K | – | 348 |
|
|
2019
Q4 | $206K | Sell |
2,216
-60
| -3% | -$5.58K | 0.03% | 339 |
|
|
2019
Q3 | $213K | Buy |
+2,276
| New | +$213K | 0.03% | 338 |
|