EWM
Evercore Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-350
| Closed | -$28K | – | 574 |
|
|
2017
Q4 | $28K | Sell |
350
-100
| -22% | -$8K | ﹤0.01% | 661 |
|
|
2017
Q3 | $36K | Buy |
450
+100
| +29% | +$8K | ﹤0.01% | 619 |
|
|
2017
Q2 | $28K | Hold |
350
| – | – | ﹤0.01% | 661 |
|
|
2017
Q1 | $27K | Sell |
350
-1,850
| -84% | -$143K | ﹤0.01% | 706 |
|
|
2016
Q4 | $169K | Hold |
2,200
| – | – | 0.01% | 404 |
|
|
2016
Q3 | $177K | Hold |
2,200
| – | – | 0.01% | 396 |
|
|
2016
Q2 | $181K | Hold |
2,200
| – | – | 0.01% | 377 |
|
|
2016
Q1 | $171K | Hold |
2,200
| – | – | 0.01% | 384 |
|
|
2015
Q4 | $165K | Hold |
2,200
| – | – | 0.01% | 404 |
|
|
2015
Q3 | $156K | Hold |
2,200
| – | – | 0.01% | 422 |
|
|
2015
Q2 | $156K | Hold |
2,200
| – | – | 0.01% | 462 |
|
|
2015
Q1 | $174K | Buy |
+2,200
| New | +$174K | 0.01% | 443 |
|
|
2014
Q4 | – | Sell |
-2,200
| Closed | -$152K | – | 931 |
|
|
2014
Q3 | $152K | Hold |
2,200
| – | – | 0.01% | 445 |
|
|
2014
Q2 | $158K | Buy |
+2,200
| New | +$158K | 0.01% | 428 |
|