Farr Miller & Washington’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
Q1 | – | Sell |
-5,160
| Closed | -$397K | – | 151 |
|
|
2016
Q4 | $397K | Buy |
5,160
+67
| +1% | +$5.16K | 0.04% | 95 |
|
|
2016
Q3 | $410K | Buy |
5,093
+492
| +11% | +$39.6K | 0.04% | 92 |
|
|
2016
Q2 | $379K | Sell |
4,601
-163
| -3% | -$13.4K | 0.04% | 96 |
|
|
2016
Q1 | $371K | Buy |
4,764
+1,204
| +34% | +$93.8K | 0.04% | 91 |
|
|
2015
Q4 | $267K | Sell |
3,560
-47
| -1% | -$3.53K | 0.03% | 110 |
|
|
2015
Q3 | $256K | Buy |
3,607
+215
| +6% | +$15.3K | 0.03% | 107 |
|
|
2015
Q2 | $242K | Buy |
+3,392
| New | +$242K | 0.03% | 124 |
|