BMM
Berkshire Money Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-72,586
| Closed | -$5.88M | – | 28 |
|
|
2017
Q4 | $5.88M | Sell |
72,586
-4,289
| -6% | -$347K | 1.47% | 14 |
|
|
2017
Q3 | $6.14M | Sell |
76,875
-6,907
| -8% | -$552K | 1.6% | 14 |
|
|
2017
Q2 | $6.68M | Sell |
83,782
-5,762
| -6% | -$460K | 1.88% | 13 |
|
|
2017
Q1 | $7.03M | Sell |
89,544
-4,234
| -5% | -$332K | 2.11% | 13 |
|
|
2016
Q4 | $7.22M | Sell |
93,778
-101,767
| -52% | -$7.83M | 2.14% | 14 |
|
|
2016
Q3 | $16.1M | Sell |
195,545
-976
| -0.5% | -$80.6K | 4.96% | 7 |
|
|
2016
Q2 | $16.2M | Sell |
196,521
-4,459
| -2% | -$367K | 5.56% | 6 |
|
|
2016
Q1 | $15.6M | Sell |
200,980
-2,851
| -1% | -$222K | 4.76% | 7 |
|
|
2015
Q4 | $15.3M | Buy |
+203,831
| New | +$15.3M | 4.66% | 7 |
|