Jackson Grant Investment Advisers’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 |
-363
| Closed | -$28K | – | 177 |
|
|
2016
Q4 | $28K | Sell |
363
-393
| -52% | -$30.3K | 0.02% | 146 |
|
|
2016
Q3 | $61K | Buy |
756
+193
| +34% | +$15.6K | 0.05% | 108 |
|
|
2016
Q2 | $46K | Buy |
563
+178
| +46% | +$14.5K | 0.04% | 113 |
|
|
2016
Q1 | $30K | Buy |
385
+54
| +16% | +$4.21K | 0.03% | 123 |
|
|
2015
Q4 | $25K | Buy |
+331
| New | +$25K | 0.02% | 139 |
|