Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-125,779
| Closed | -$10.1M | – | 154 |
|
|
2016
Q3 | $10.1M | Sell |
125,779
-76,140
| -38% | -$6.14M | 1.7% | 15 |
|
|
2016
Q2 | $16.6M | Buy |
+201,919
| New | +$16.6M | 2.84% | 9 |
|
|
2015
Q4 | – | Sell |
-77,299
| Closed | -$5.48M | – | 88 |
|
|
2015
Q3 | $5.48M | Buy |
+77,299
| New | +$5.48M | 1.36% | 17 |
|
|
2015
Q2 | – | Sell |
-119,755
| Closed | -$9.5M | – | 91 |
|
|
2015
Q1 | $9.5M | Buy |
119,755
+87,704
| +274% | +$6.96M | 1.95% | 15 |
|
|
2014
Q4 | $2.46M | Buy |
+32,051
| New | +$2.46M | 0.5% | 31 |
|