Woodson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-107,500
| Closed | -$8.06M | – | 27 |
|
|
2018
Q4 | $8.06M | Sell |
107,500
-73,500
| -41% | -$5.51M | 2.15% | 18 |
|
|
2018
Q3 | $14.5M | Buy |
181,000
+11,000
| +6% | +$880K | 3.84% | 7 |
|
|
2018
Q2 | $13.7M | Sell |
170,000
-8,000
| -4% | -$645K | 4.54% | 3 |
|
|
2018
Q1 | $13.4M | Sell |
178,000
-66,200
| -27% | -$5M | 5.41% | 3 |
|
|
2017
Q4 | $19.8M | Sell |
244,200
-39,236
| -14% | -$3.18M | 8.33% | 1 |
|
|
2017
Q3 | $22.6M | Buy |
283,436
+88,136
| +45% | +$7.04M | 8.49% | 1 |
|
|
2017
Q2 | $15.6M | Buy |
195,300
+61,100
| +46% | +$4.87M | 8.92% | 1 |
|
|
2017
Q1 | $10.5M | Buy |
+134,200
| New | +$10.5M | 8.56% | 1 |
|