Patton Albertson Miller 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
2015
Q3
Sell
-13,146
Closed -$937K 120
2015
Q2
$937K Buy
13,146
+2,339
+22% +$167K 0.41% 77
2015
Q1
$857K Buy
+10,807
New +$857K 0.35% 87