CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $259K | Buy |
3,295
+18
| +0.5% | +$1.41K | 0.16% | 130 |
|
|
2016
Q4 | $252K | Buy |
3,277
+226
| +7% | +$17.4K | 0.16% | 129 |
|
|
2016
Q3 | $246K | Sell |
3,051
-65
| -2% | -$5.24K | 0.15% | 127 |
|
|
2016
Q2 | $257K | Sell |
3,116
-144
| -4% | -$11.9K | 0.16% | 121 |
|
|
2016
Q1 | $254K | Buy |
3,260
+26
| +0.8% | +$2.02K | 0.14% | 121 |
|
|
2015
Q4 | $243K | Buy |
3,234
+46
| +1% | +$3.45K | 0.14% | 128 |
|
|
2015
Q3 | $226K | Hold |
3,188
| – | – | 0.14% | 128 |
|
|
2015
Q2 | $227K | Buy |
3,188
+19
| +0.6% | +$1.36K | 0.13% | 138 |
|
|
2015
Q1 | $251K | Buy |
3,169
+18
| +0.6% | +$1.43K | 0.14% | 131 |
|
|
2014
Q4 | $242K | Buy |
+3,151
| New | +$242K | 0.18% | 99 |
|
|
2014
Q1 | $251K | Buy |
+3,169
| New | +$251K | 0.14% | 131 |
|