Hutchens Investment Management’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
Q4 | $648K | Buy |
8,000
+1,500
| +23% | +$122K | 0.61% | 47 |
|
|
2017
Q3 | $519K | Sell |
6,500
-1,100
| -14% | -$87.8K | 0.47% | 54 |
|
|
2017
Q2 | $606K | Hold |
7,600
| – | – | 0.52% | 54 |
|
|
2017
Q1 | $596K | Buy |
+7,600
| New | +$596K | 0.53% | 55 |
|
|
2016
Q4 | – | Sell |
-9,050
| Closed | -$729K | – | 61 |
|
|
2016
Q3 | $729K | Hold |
9,050
| – | – | 0.69% | 51 |
|
|
2016
Q2 | $745K | Hold |
9,050
| – | – | 0.72% | 51 |
|
|
2016
Q1 | $704K | Buy |
+9,050
| New | +$704K | 0.71% | 49 |
|
|
2015
Q4 | – | Sell |
-17,700
| Closed | -$1.26M | – | 66 |
|
|
2015
Q3 | $1.26M | Sell |
17,700
-100
| -0.6% | -$7.1K | 1.32% | 40 |
|
|
2015
Q2 | $1.27M | Sell |
17,800
-1,375
| -7% | -$98K | 1.2% | 43 |
|
|
2015
Q1 | $1.52M | Sell |
19,175
-3,600
| -16% | -$286K | 1.4% | 39 |
|
|
2014
Q4 | $1.75M | Buy |
+22,775
| New | +$1.75M | 1.6% | 30 |
|