Annex Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,301
| Closed | -$1.25M | – | 119 |
|
|
2014
Q4 | $1.25M | Sell |
16,301
-1,374
| -8% | -$106K | 0.39% | 20 |
|
|
2014
Q3 | $1.22M | Buy |
17,675
+622
| +4% | +$43K | 0.41% | 23 |
|
|
2014
Q2 | $1.22M | Buy |
17,053
+128
| +0.8% | +$9.19K | 0.42% | 25 |
|
|
2014
Q1 | $1.15M | Sell |
16,925
-196
| -1% | -$13.3K | 0.43% | 24 |
|
|
2013
Q4 | $1.08M | Sell |
17,121
-600
| -3% | -$37.8K | 0.41% | 27 |
|
|
2013
Q3 | $1.13M | Sell |
17,721
-796
| -4% | -$50.8K | 0.53% | 31 |
|
|
2013
Q2 | $1.23M | Buy |
+18,517
| New | +$1.23M | 0.68% | 30 |
|