Aviance Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-181,872
| Closed | -$14.7M | – | 260 |
|
|
2016
Q3 | $14.7M | Buy |
181,872
+106,312
| +141% | +$8.57M | 0.41% | 66 |
|
|
2016
Q2 | $6.23M | Sell |
75,560
-112,689
| -60% | -$9.28M | 0.19% | 98 |
|
|
2016
Q1 | $14.7M | Sell |
188,249
-15,925
| -8% | -$1.24M | 0.48% | 60 |
|
|
2015
Q4 | $15.3M | Buy |
204,174
+15,755
| +8% | +$1.18M | 0.5% | 57 |
|
|
2015
Q3 | $13.4M | Buy |
+188,419
| New | +$13.4M | 0.47% | 55 |
|
|
2015
Q2 | – | Sell |
-80,077
| Closed | -$6.35M | – | 150 |
|
|
2015
Q1 | $6.35M | Buy |
80,077
+36,073
| +82% | +$2.86M | 0.24% | 78 |
|
|
2014
Q4 | $3.38M | Buy |
44,004
+12,112
| +38% | +$931K | 0.12% | 109 |
|
|
2014
Q3 | $2.21M | Buy |
31,892
+7,581
| +31% | +$525K | 0.09% | 134 |
|
|
2014
Q2 | $1.75M | Buy |
24,311
+5,748
| +31% | +$413K | 0.07% | 133 |
|
|
2014
Q1 | $1.26M | Buy |
18,563
+15,016
| +423% | +$1.02M | 0.06% | 130 |
|
|
2013
Q4 | $224K | Sell |
3,547
-2,894
| -45% | -$183K | 0.12% | 130 |
|
|
2013
Q3 | $411K | Sell |
6,441
-3,858
| -37% | -$246K | 0.24% | 75 |
|
|
2013
Q2 | $684K | Buy |
+10,299
| New | +$684K | 0.38% | 73 |
|