LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,090
| Closed | -$241K | – | 143 |
|
|
2016
Q1 | $241K | Hold |
3,090
| – | – | 0.08% | 131 |
|
|
2015
Q4 | $232K | Hold |
3,090
| – | – | 0.09% | 129 |
|
|
2015
Q3 | $219K | Sell |
3,090
-570
| -16% | -$40.4K | 0.1% | 124 |
|
|
2015
Q2 | $261K | Sell |
3,660
-186
| -5% | -$13.3K | 0.11% | 118 |
|
|
2015
Q1 | $305K | Sell |
3,846
-240
| -6% | -$19K | 0.15% | 116 |
|
|
2014
Q4 | $314K | Buy |
+4,086
| New | +$314K | 0.17% | 116 |
|