Apriem Advisors’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
Q2 | – | Sell |
-35
| Closed | -$3K | – | 342 |
|
|
2017
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 552 |
|
|
2016
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 578 |
|
|
2016
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 506 |
|
|
2016
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 511 |
|
|
2016
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 497 |
|
|
2015
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 478 |
|
|
2015
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 472 |
|
|
2015
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 576 |
|
|
2015
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 499 |
|
|
2014
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 468 |
|
|
2014
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 483 |
|
|
2014
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 420 |
|
|
2014
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 450 |
|
|
2013
Q4 | $2K | Sell |
35
-75
| -68% | -$4.29K | ﹤0.01% | 462 |
|
|
2013
Q3 | $7K | Buy |
110
+75
| +214% | +$4.77K | ﹤0.01% | 379 |
|
|
2013
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 424 |
|