Atherton Lane Advisers’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
Q4 | $2.34M | Sell |
31,128
-570
| -2% | -$42.8K | 0.14% | 76 |
|
|
2015
Q3 | $2.25M | Sell |
31,698
-1,800
| -5% | -$128K | 0.14% | 75 |
|
|
2015
Q2 | $2.39M | Sell |
33,498
-3,677
| -10% | -$262K | 0.13% | 73 |
|
|
2015
Q1 | $2.95M | Sell |
37,175
-2,345
| -6% | -$186K | 0.16% | 76 |
|
|
2014
Q4 | $3.04M | Sell |
39,520
-1,187
| -3% | -$91.2K | 0.17% | 74 |
|
|
2014
Q3 | $2.82M | Sell |
40,707
-883
| -2% | -$61.1K | 0.16% | 79 |
|
|
2014
Q2 | $2.99M | Buy |
+41,590
| New | +$2.99M | 0.17% | 76 |
|