Clearwater Capital 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
Q2 | – | Sell |
-1,860
| Closed | -$140K | – | 377 |
|
|
2018
Q1 | $140K | Buy |
+1,860
| New | +$140K | 0.03% | 204 |
|
|
2017
Q3 | – | Sell |
-5,748
| Closed | -$449K | – | 170 |
|
|
2017
Q2 | $449K | Buy |
5,748
+282
| +5% | +$22K | 0.11% | 116 |
|
|
2017
Q1 | $429K | Buy |
5,466
+340
| +7% | +$26.7K | 0.12% | 119 |
|
|
2016
Q4 | $396K | Buy |
5,126
+2,200
| +75% | +$170K | 0.14% | 111 |
|
|
2016
Q3 | $228K | Buy |
+2,926
| New | +$228K | 0.08% | 129 |
|