ZWJ Investment Counsel’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 |
-11,000
| Closed | -$765K | – | 170 |
|
|
2020
Q1 | $765K | Hold |
11,000
| – | – | 0.07% | 112 |
|
|
2019
Q4 | $1.02M | Buy |
+11,000
| New | +$1.02M | 0.07% | 110 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$810K | – | 224 |
|
|
2017
Q4 | $810K | Buy |
10,000
+1,000
| +11% | +$81K | 0.06% | 125 |
|
|
2017
Q3 | $719K | Hold |
9,000
| – | – | 0.06% | 130 |
|
|
2017
Q2 | $718K | Hold |
9,000
| – | – | 0.06% | 133 |
|
|
2017
Q1 | $706K | Buy |
+9,000
| New | +$706K | 0.06% | 134 |
|