Concert Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $228K | Sell |
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|
2016
Q4 | $231K | Sell |
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|
2016
Q3 | $2.53M | Buy |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $707K | Sell |
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|
2015
Q3 | $742K | Sell |
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|
2015
Q2 | $821K | Sell |
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|
2015
Q1 | $688K | Buy |
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|
2014
Q4 | $703K | Buy |
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|
2014
Q3 | $324K | Sell |
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|
2014
Q2 | $346K | Buy |
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|
2014
Q1 | $211K | Sell |
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|
2013
Q4 | $212K | Sell |
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|
2013
Q3 | $266K | Sell |
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|
2013
Q2 | $482K | Buy |
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