Loeb Partners Corp’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.76M | Buy |
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|
2018
Q3 | $880K | Buy |
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|
2018
Q2 | $726K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $231K | Hold |
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|
2016
Q3 | $242K | Hold |
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|
2016
Q2 | $247K | Sell |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $826K | Hold |
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|
2015
Q3 | $780K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $252K | Hold |
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|
2013
Q3 | $255K | Hold |
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|
2013
Q2 | $266K | Buy |
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