Blue Bell Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-60
| Closed | -$5K | – | 209 |
|
|
2018
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 187 |
|
|
2018
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 179 |
|
|
2018
Q1 | $4K | Sell |
60
-50
| -45% | -$3.33K | ﹤0.01% | 191 |
|
|
2017
Q4 | $8K | Hold |
110
| – | – | ﹤0.01% | 181 |
|
|
2017
Q3 | $9K | Sell |
110
-242
| -69% | -$19.8K | ﹤0.01% | 180 |
|
|
2017
Q2 | $28K | Hold |
352
| – | – | 0.01% | 149 |
|
|
2017
Q1 | $28K | Sell |
352
-15
| -4% | -$1.19K | 0.02% | 149 |
|
|
2016
Q4 | $29K | Buy |
+367
| New | +$29K | 0.02% | 149 |
|