Avantax Planning 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
Q2 | – | Sell |
-7,276
| Closed | -$549K | – | 848 |
|
|
2018
Q1 | $549K | Hold |
7,276
| – | – | 0.05% | 166 |
|
|
2017
Q4 | $589K | Hold |
7,276
| – | – | 0.05% | 151 |
|
|
2017
Q3 | $581K | Sell |
7,276
-5,850
| -45% | -$467K | 0.05% | 185 |
|
|
2017
Q2 | $1.05M | Hold |
13,126
| – | – | 0.09% | 105 |
|
|
2017
Q1 | $1.03M | Sell |
13,126
-409
| -3% | -$32.1K | 0.09% | 100 |
|
|
2016
Q4 | $1.04M | Buy |
+13,535
| New | +$1.04M | 0.11% | 92 |
|