CT Financial Advisors’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
Q1
$259K Buy
2016
Q4
$252K Buy
2016
Q3
$246K Sell
2016
Q2
$257K Sell
2016
Q1
$254K Buy
2015
Q4
$243K Buy
2015
Q3
$226K Hold
2015
Q2
$227K Buy
2015
Q1
$251K Buy
2014
Q4
$242K Buy
2014
Q1
$251K Buy