Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,117,350
| Closed | -$88.6M | – | 150 |
|
|
2015
Q1 | $88.6M | Buy |
+1,117,350
| New | +$88.6M | 3.09% | 12 |
|
|
2014
Q4 | – | Sell |
-183,448
| Closed | -$12.7M | – | 167 |
|
|
2014
Q3 | $12.7M | Sell |
183,448
-9,073
| -5% | -$628K | 0.83% | 49 |
|
|
2014
Q2 | $13.8M | Buy |
+192,521
| New | +$13.8M | 0.98% | 44 |
|
|
2013
Q4 | – | Sell |
-223,185
| Closed | -$14.2M | – | 162 |
|
|
2013
Q3 | $14.2M | Sell |
223,185
-151,791
| -40% | -$9.68M | 1.26% | 27 |
|
|
2013
Q2 | $24.9M | Buy |
+374,976
| New | +$24.9M | 2.3% | 11 |
|