Ausdal Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,886
| Closed | -$311K | – | 334 |
|
|
2018
Q3 | $311K | Hold |
3,886
| – | – | 0.09% | 270 |
|
|
2018
Q2 | $313K | Sell |
3,886
-234
| -6% | -$18.8K | 0.1% | 268 |
|
|
2018
Q1 | $311K | Hold |
4,120
| – | – | 0.11% | 242 |
|
|
2017
Q4 | $334K | Sell |
4,120
-85
| -2% | -$6.89K | 0.12% | 235 |
|
|
2017
Q3 | $336K | Buy |
4,205
+36
| +0.9% | +$2.88K | 0.13% | 203 |
|
|
2017
Q2 | $333K | Sell |
4,169
-50
| -1% | -$3.99K | 0.14% | 198 |
|
|
2017
Q1 | $331K | Sell |
4,219
-100
| -2% | -$7.85K | 0.15% | 180 |
|
|
2016
Q4 | $332K | Sell |
4,319
-1,147
| -21% | -$88.2K | 0.16% | 165 |
|
|
2016
Q3 | $441K | Buy |
5,466
+547
| +11% | +$44.1K | 0.22% | 127 |
|
|
2016
Q2 | $405K | Buy |
4,919
+999
| +25% | +$82.3K | 0.21% | 125 |
|
|
2016
Q1 | $305K | Sell |
3,920
-180
| -4% | -$14K | 0.17% | 148 |
|
|
2015
Q4 | $308K | Buy |
+4,100
| New | +$308K | 0.16% | 152 |
|