KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $382K | Buy |
5,522
+370
| +7% | +$25.6K | 0.05% | 319 |
|
|
2014
Q2 | $370K | Sell |
5,152
-11,124
| -68% | -$799K | 0.05% | 337 |
|
|
2014
Q1 | $1.1M | Sell |
16,276
-4,905
| -23% | -$332K | 0.17% | 133 |
|
|
2013
Q4 | $1.34M | Buy |
21,181
+15,572
| +278% | +$982K | 0.23% | 108 |
|
|
2013
Q3 | $358K | Buy |
5,609
+1,587
| +39% | +$101K | 0.09% | 261 |
|
|
2013
Q2 | $267K | Buy |
+4,022
| New | +$267K | 0.07% | 287 |
|