Murphy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,675
| Closed | -$215K | – | 278 |
|
|
2018
Q2 | $215K | Hold |
2,675
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $201K | Hold |
2,675
| – | – | 0.03% | 261 |
|
|
2017
Q4 | $216K | Hold |
2,675
| – | – | 0.03% | 255 |
|
|
2017
Q3 | $213K | Sell |
2,675
-100
| -4% | -$7.96K | 0.03% | 253 |
|
|
2017
Q2 | $221K | Hold |
2,775
| – | – | 0.03% | 250 |
|
|
2017
Q1 | $217K | Sell |
2,775
-100
| -3% | -$7.82K | 0.03% | 259 |
|
|
2016
Q4 | $221K | Sell |
2,875
-425
| -13% | -$32.7K | 0.03% | 257 |
|
|
2016
Q3 | $266K | Sell |
3,300
-300
| -8% | -$24.2K | 0.04% | 245 |
|
|
2016
Q2 | $296K | Sell |
3,600
-100
| -3% | -$8.22K | 0.05% | 241 |
|
|
2016
Q1 | $288K | Hold |
3,700
| – | – | 0.05% | 241 |
|
|
2015
Q4 | $277K | Hold |
3,700
| – | – | 0.04% | 255 |
|
|
2015
Q3 | $262K | Sell |
3,700
-125
| -3% | -$8.85K | 0.04% | 252 |
|
|
2015
Q2 | $272K | Sell |
3,825
-950
| -20% | -$67.6K | 0.04% | 266 |
|
|
2015
Q1 | $378K | Sell |
4,775
-450
| -9% | -$35.6K | 0.06% | 240 |
|
|
2014
Q4 | $401K | Buy |
+5,225
| New | +$401K | 0.06% | 230 |
|