American Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,309
| Closed | -$264K | – | 114 |
|
|
2017
Q2 | $264K | Buy |
+3,309
| New | +$264K | 0.1% | 91 |
|
|
2016
Q3 | – | Sell |
-2,459
| Closed | -$203K | – | 103 |
|
|
2016
Q2 | $203K | Sell |
2,459
-140
| -5% | -$11.6K | 0.09% | 95 |
|
|
2016
Q1 | $202K | Buy |
+2,599
| New | +$202K | 0.1% | 87 |
|
|
2015
Q2 | – | Sell |
-2,599
| Closed | -$206K | – | 84 |
|
|
2015
Q1 | $206K | Sell |
2,599
-430
| -14% | -$34.1K | 0.11% | 76 |
|
|
2014
Q4 | $233K | Sell |
3,029
-40
| -1% | -$3.08K | 0.13% | 73 |
|
|
2014
Q3 | $212K | Hold |
3,069
| – | – | 0.12% | 74 |
|
|
2014
Q2 | $220K | Hold |
3,069
| – | – | 0.12% | 76 |
|
|
2014
Q1 | $208K | Buy |
+3,069
| New | +$208K | 0.12% | 72 |
|