Edmond de Rothschild Holding’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 |
-342
| Closed | -$28K | – | 816 |
|
|
2017
Q2 | $28K | Hold |
342
| – | – | ﹤0.01% | 691 |
|
|
2017
Q1 | $26K | Sell |
342
-1,275
| -79% | -$96.9K | ﹤0.01% | 697 |
|
|
2016
Q4 | $124K | Hold |
1,617
| – | – | ﹤0.01% | 535 |
|
|
2016
Q3 | $130K | Buy |
1,617
+710
| +78% | +$57.1K | ﹤0.01% | 545 |
|
|
2016
Q2 | $75K | Buy |
907
+495
| +120% | +$40.9K | ﹤0.01% | 583 |
|
|
2016
Q1 | $32K | Buy |
412
+190
| +86% | +$14.8K | ﹤0.01% | 666 |
|
|
2015
Q4 | $17K | Hold |
222
| – | – | ﹤0.01% | 721 |
|
|
2015
Q3 | $16K | Hold |
222
| – | – | ﹤0.01% | 731 |
|
|
2015
Q2 | $16K | Buy |
+222
| New | +$16K | ﹤0.01% | 734 |
|