Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-29,662
| Closed | -$2.37M | – | 179 |
|
|
2017
Q3 | $2.37M | Sell |
29,662
-975
| -3% | -$77.9K | 0.56% | 47 |
|
|
2017
Q2 | $2.44M | Buy |
+30,637
| New | +$2.44M | 0.68% | 42 |
|
|
2014
Q3 | – | Sell |
-80,446
| Closed | -$5.86M | – | 46 |
|
|
2014
Q2 | $5.86M | Sell |
80,446
-7,101
| -8% | -$517K | 5.91% | 9 |
|
|
2014
Q1 | $6.22M | Buy |
87,547
+76,897
| +722% | +$5.46M | 6.44% | 9 |
|
|
2013
Q4 | $672K | Sell |
10,650
-92,516
| -90% | -$5.84M | 0.29% | 50 |
|
|
2013
Q3 | $6.58M | Buy |
+103,166
| New | +$6.58M | 3.44% | 15 |
|