Bristol 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,100
| Closed | -$411K | – | 56 |
|
|
2018
Q2 | $411K | Buy |
+5,100
| New | +$411K | 0.81% | 24 |
|
|
2017
Q4 | – | Sell |
-3,000
| Closed | -$240K | – | 82 |
|
|
2017
Q3 | $240K | Buy |
+3,000
| New | +$240K | 0.24% | 58 |
|
|
2017
Q1 | – | Sell |
-9,600
| Closed | -$739K | – | 62 |
|
|
2016
Q4 | $739K | Buy |
+9,600
| New | +$739K | 0.75% | 24 |
|