AWMS
Advocacy Wealth Management Services’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-104
| Closed | -$8K | – | 158 |
|
|
2018
Q4 | $8K | Hold |
104
| – | – | 0.01% | 128 |
|
|
2018
Q3 | $8K | Hold |
104
| – | – | ﹤0.01% | 141 |
|
|
2018
Q2 | $8K | Hold |
104
| – | – | 0.01% | 141 |
|
|
2018
Q1 | $8K | Hold |
104
| – | – | 0.01% | 160 |
|
|
2017
Q4 | $8K | Sell |
104
-67
| -39% | -$5.15K | 0.01% | 174 |
|
|
2017
Q3 | $14K | Sell |
171
-87,042
| -100% | -$7.13M | 0.01% | 160 |
|
|
2017
Q2 | $6.96M | Sell |
87,213
-20,710
| -19% | -$1.65M | 2.49% | 16 |
|
|
2017
Q1 | $8.47M | Sell |
107,923
-11,197
| -9% | -$879K | 2.95% | 16 |
|
|
2016
Q4 | $9.17M | Buy |
119,120
+11,051
| +10% | +$850K | 2.75% | 14 |
|
|
2016
Q3 | $8.72M | Buy |
108,069
+30,215
| +39% | +$2.44M | 3.38% | 15 |
|
|
2016
Q2 | $6.41M | Buy |
77,854
+28,834
| +59% | +$2.38M | 3.24% | 13 |
|
|
2016
Q1 | $3.82M | Buy |
49,020
+33,270
| +211% | +$2.59M | 2.65% | 12 |
|
|
2015
Q4 | $1.18M | Buy |
+15,750
| New | +$1.18M | 1.34% | 17 |
|