Duncker Streett & Co’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
Q3 | – | Sell |
-365
| Closed | -$29K | – | 609 |
|
|
2017
Q2 | $29K | Hold |
365
| – | – | 0.01% | 437 |
|
|
2017
Q1 | $29K | Buy |
365
+1
| +0.3% | +$79 | 0.01% | 449 |
|
|
2016
Q4 | $28K | Buy |
364
+2
| +0.6% | +$154 | 0.01% | 444 |
|
|
2016
Q3 | $29K | Hold |
362
| – | – | 0.01% | 419 |
|
|
2016
Q2 | $30K | Buy |
362
+1
| +0.3% | +$83 | 0.01% | 412 |
|
|
2016
Q1 | $28K | Buy |
361
+2
| +0.6% | +$155 | 0.01% | 417 |
|
|
2015
Q4 | $27K | Buy |
359
+271
| +308% | +$20.4K | 0.01% | 419 |
|
|
2015
Q3 | $6K | Buy |
88
+1
| +1% | +$68 | ﹤0.01% | 552 |
|
|
2015
Q2 | $6K | Buy |
87
+1
| +1% | +$69 | ﹤0.01% | 562 |
|
|
2015
Q1 | $7K | Buy |
86
+1
| +1% | +$81 | ﹤0.01% | 551 |
|
|
2014
Q4 | $7K | Sell |
85
-420
| -83% | -$34.6K | ﹤0.01% | 545 |
|
|
2014
Q3 | $35K | Buy |
505
+1
| +0.2% | +$69 | 0.01% | 412 |
|
|
2014
Q2 | $36K | Buy |
504
+1
| +0.2% | +$71 | 0.01% | 420 |
|
|
2014
Q1 | $34K | Hold |
503
| – | – | 0.01% | 407 |
|
|
2013
Q4 | $32K | Buy |
503
+422
| +521% | +$26.8K | 0.01% | 402 |
|
|
2013
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 511 |
|
|
2013
Q2 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 511 |
|