Commonwealth Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $60K | Hold |
770
| – | – | 0.07% | 90 |
|
|
2016
Q4 | $60K | Sell |
770
-31,019
| -98% | -$2.42M | 0.06% | 80 |
|
|
2016
Q3 | $2.56M | Sell |
31,789
-22,964
| -42% | -$1.85M | 2.41% | 12 |
|
|
2016
Q2 | $4.51M | Buy |
54,753
+50,973
| +1,348% | +$4.2M | 5.31% | 5 |
|
|
2016
Q1 | $294K | Sell |
3,780
-18,016
| -83% | -$1.4M | 0.44% | 22 |
|
|
2015
Q4 | $1.64M | Buy |
21,796
+6,437
| +42% | +$483K | 5.56% | 3 |
|
|
2015
Q3 | $1.09M | Buy |
15,359
+14,439
| +1,569% | +$1.02M | 1.27% | 5 |
|
|
2015
Q2 | $66K | Sell |
920
-143,889
| -99% | -$10.3M | 0.07% | 81 |
|
|
2015
Q1 | $11.5M | Buy |
144,809
+126,402
| +687% | +$10M | 10.1% | 4 |
|
|
2014
Q4 | $1.41M | Buy |
+18,407
| New | +$1.41M | 1.27% | 10 |
|