Dumont & Blake Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,786
| Closed | -$955K | – | 174 |
|
|
2017
Q4 | $955K | Buy |
11,786
+35
| +0.3% | +$2.84K | 0.39% | 93 |
|
|
2017
Q3 | $939K | Buy |
11,751
+205
| +2% | +$16.4K | 0.4% | 92 |
|
|
2017
Q2 | $921K | Buy |
11,546
+300
| +3% | +$23.9K | 0.41% | 89 |
|
|
2017
Q1 | $883K | Buy |
11,246
+103
| +0.9% | +$8.09K | 0.4% | 87 |
|
|
2016
Q4 | $857K | Buy |
11,143
+60
| +0.5% | +$4.62K | 0.4% | 86 |
|
|
2016
Q3 | $894K | Buy |
11,083
+100
| +0.9% | +$8.07K | 0.44% | 84 |
|
|
2016
Q2 | $905K | Buy |
10,983
+140
| +1% | +$11.5K | 0.45% | 82 |
|
|
2016
Q1 | $844K | Buy |
10,843
+465
| +4% | +$36.2K | 0.44% | 82 |
|
|
2015
Q4 | $779K | Sell |
10,378
-195
| -2% | -$14.6K | 0.4% | 87 |
|
|
2015
Q3 | $750K | Sell |
10,573
-70
| -0.7% | -$4.97K | 0.41% | 91 |
|
|
2015
Q2 | $759K | Buy |
10,643
+136
| +1% | +$9.7K | 0.37% | 101 |
|
|
2015
Q1 | $833K | Buy |
10,507
+615
| +6% | +$48.8K | 0.4% | 95 |
|
|
2014
Q4 | $760K | Buy |
9,892
+465
| +5% | +$35.7K | 0.38% | 97 |
|
|
2014
Q3 | $652K | Sell |
9,427
-146
| -2% | -$10.1K | 0.34% | 106 |
|
|
2014
Q2 | $687K | Sell |
9,573
-49
| -0.5% | -$3.52K | 0.34% | 107 |
|
|
2014
Q1 | $651K | Buy |
9,622
+741
| +8% | +$50.1K | 0.34% | 109 |
|
|
2013
Q4 | $560K | Sell |
8,881
-4,535
| -34% | -$286K | 0.29% | 116 |
|
|
2013
Q3 | $856K | Buy |
13,416
+331
| +3% | +$21.1K | 0.41% | 99 |
|
|
2013
Q2 | $869K | Buy |
+13,085
| New | +$869K | 0.52% | 81 |
|