Kovack Advisors’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 | – | Sell |
-8,642
| Closed | -$690K | – | 474 |
|
|
2017
Q3 | $690K | Buy |
8,642
+4,229
| +96% | +$338K | 0.23% | 109 |
|
|
2017
Q2 | $352K | Buy |
+4,413
| New | +$352K | 0.11% | 211 |
|
|
2014
Q4 | – | Sell |
-3,502
| Closed | -$242K | – | 156 |
|
|
2014
Q3 | $242K | Buy |
3,502
+225
| +7% | +$15.5K | 0.36% | 73 |
|
|
2014
Q2 | $235K | Buy |
+3,277
| New | +$235K | 0.34% | 68 |
|