Harfst & Associates’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 |
-325
| Closed | -$25K | – | 147 |
|
|
2017
Q2 | $25K | Hold |
325
| – | – | 0.01% | 165 |
|
|
2017
Q1 | $25K | Buy |
+325
| New | +$25K | 0.01% | 174 |
|
|
2016
Q1 | – | Sell |
-90
| Closed | -$6K | – | 152 |
|
|
2015
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 253 |
|
|
2015
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 246 |
|
|
2015
Q2 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 291 |
|