McNamara Financial Services’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
2015
Q4
Sell
-17,700
Closed -$1.26M 66
2015
Q3
$1.26M Sell
17,700
-100
-0.6% -$7.1K 1.32% 40
2015
Q2
$1.27M Sell
17,800
-1,375
-7% -$98K 1.2% 43
2015
Q1
$1.52M Sell
19,175
-3,600
-16% -$286K 1.4% 39
2014
Q4
$1.75M Buy
+22,775
New +$1.75M 1.6% 30