Krilogy Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-594
| Closed | -$48K | – | 412 |
|
|
2018
Q3 | $48K | Buy |
+594
| New | +$48K | 0.01% | 318 |
|
|
2018
Q2 | – | Sell |
-608
| Closed | -$46K | – | 405 |
|
|
2018
Q1 | $46K | Buy |
608
+66
| +12% | +$4.99K | 0.01% | 337 |
|
|
2017
Q4 | $44K | Buy |
542
+6
| +1% | +$487 | 0.01% | 343 |
|
|
2017
Q3 | $43K | Buy |
536
+9
| +2% | +$722 | 0.01% | 361 |
|
|
2017
Q2 | $42K | Buy |
527
+44
| +9% | +$3.51K | 0.01% | 327 |
|
|
2017
Q1 | $37K | Hold |
483
| – | – | 0.01% | 331 |
|
|
2016
Q4 | $37K | Buy |
483
+61
| +14% | +$4.67K | 0.01% | 331 |
|
|
2016
Q3 | $34K | Sell |
422
-171
| -29% | -$13.8K | 0.01% | 363 |
|
|
2016
Q2 | $49K | Buy |
593
+104
| +21% | +$8.59K | 0.02% | 305 |
|
|
2016
Q1 | $38K | Buy |
+489
| New | +$38K | 0.02% | 300 |
|
|
2015
Q4 | – | Sell |
-50
| Closed | -$4K | – | 519 |
|
|
2015
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 487 |
|