FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-52
| Closed | -$4K | – | 1376 |
|
|
2016
Q2 | $4K | Buy |
52
+30
| +136% | +$2.31K | ﹤0.01% | 1106 |
|
|
2016
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1146 |
|
|
2015
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1178 |
|
|
2015
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1266 |
|
|
2015
Q2 | $2K | Sell |
22
-41
| -65% | -$3.73K | ﹤0.01% | 1257 |
|
|
2015
Q1 | $5K | Sell |
63
-123
| -66% | -$9.76K | ﹤0.01% | 1124 |
|
|
2014
Q4 | $14K | Buy |
+186
| New | +$14K | ﹤0.01% | 965 |
|
|
2013
Q3 | – | Sell |
-56
| Closed | -$4K | – | 1571 |
|
|
2013
Q2 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 1144 |
|