Maryland Capital Management’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
Q4 | – | Sell |
-8,260
| Closed | -$572K | – | 189 |
|
|
2014
Q3 | $572K | Sell |
8,260
-300
| -4% | -$20.8K | 0.1% | 99 |
|
|
2014
Q2 | $615K | Sell |
8,560
-750
| -8% | -$53.9K | 0.11% | 102 |
|
|
2014
Q1 | $630K | Sell |
9,310
-1,515
| -14% | -$103K | 0.12% | 95 |
|
|
2013
Q4 | $683K | Hold |
10,825
| – | – | 0.11% | 108 |
|
|
2013
Q3 | $691K | Hold |
10,825
| – | – | 0.11% | 115 |
|
|
2013
Q2 | $719K | Buy |
+10,825
| New | +$719K | 0.13% | 109 |
|