Patten Group’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
Q1 | – | Sell |
-100
| Closed | -$8K | – | 644 |
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
2016
Q3 | $7.77K | Hold |
100
| – | – | ﹤0.01% | 486 |
|
2016
Q2 | $8.24K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
2016
Q1 | $7.79K | Hold |
100
| – | – | ﹤0.01% | 493 |
|
2015
Q4 | $7.51K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
2015
Q3 | $7.1K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
2015
Q2 | $7.13K | Buy |
+100
| New | +$7.13K | ﹤0.01% | 477 |
|
2015
Q1 | – | Sell |
-100
| Closed | -$8K | – | 218 |
|
2014
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 237 |
|