Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,963
| Closed | -$228K | – | 297 |
|
|
2017
Q1 | $228K | Sell |
2,963
-57
| -2% | -$4.39K | 0.05% | 423 |
|
|
2016
Q4 | $231K | Sell |
3,020
-28,399
| -90% | -$2.17M | 0.05% | 424 |
|
|
2016
Q3 | $2.53M | Buy |
31,419
+2,810
| +10% | +$226K | 0.31% | 69 |
|
|
2016
Q2 | $2.35M | Buy |
28,609
+23,821
| +498% | +$1.96M | 0.32% | 67 |
|
|
2016
Q1 | $372K | Sell |
4,788
-4,628
| -49% | -$360K | 0.05% | 412 |
|
|
2015
Q4 | $707K | Sell |
9,416
-1,011
| -10% | -$75.9K | 0.09% | 271 |
|
|
2015
Q3 | $742K | Sell |
10,427
-1,053
| -9% | -$74.9K | 0.1% | 260 |
|
|
2015
Q2 | $821K | Sell |
11,480
-3,390
| -23% | -$242K | 0.11% | 246 |
|
|
2015
Q1 | $688K | Buy |
14,870
+5,674
| +62% | +$263K | 0.2% | 147 |
|
|
2014
Q4 | $703K | Buy |
9,196
+4,510
| +96% | +$345K | 0.11% | 253 |
|
|
2014
Q3 | $324K | Sell |
4,686
-312
| -6% | -$21.6K | 0.04% | 369 |
|
|
2014
Q2 | $346K | Buy |
4,998
+1,843
| +58% | +$128K | 0.04% | 382 |
|
|
2014
Q1 | $211K | Sell |
3,155
-239
| -7% | -$16K | 0.03% | 494 |
|
|
2013
Q4 | $212K | Sell |
3,394
-758
| -18% | -$47.3K | 0.03% | 479 |
|
|
2013
Q3 | $266K | Sell |
4,152
-3,121
| -43% | -$200K | 0.04% | 395 |
|
|
2013
Q2 | $482K | Buy |
+7,273
| New | +$482K | 0.07% | 233 |
|