Cutter & Co Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,794
| Closed | -$230K | – | 261 |
|
|
2016
Q2 | $230K | Buy |
+2,794
| New | +$230K | 0.1% | 180 |
|
|
2015
Q1 | – | Sell |
-4,727
| Closed | -$363K | – | 247 |
|
|
2014
Q4 | $363K | Buy |
4,727
+1,313
| +38% | +$101K | 0.14% | 152 |
|
|
2014
Q3 | $236K | Buy |
3,414
+514
| +18% | +$35.5K | 0.09% | 187 |
|
|
2014
Q2 | $208K | Buy |
+2,900
| New | +$208K | 0.08% | 209 |
|