Pinnacle Summer Investments’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 |
-27
| Closed | -$2K | – | 1017 |
|
|
2015
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 674 |
|
|
2014
Q4 | – | Sell |
-58
| Closed | -$4K | – | 1050 |
|
|
2014
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 926 |
|
|
2014
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 870 |
|
|
2014
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 830 |
|
|
2013
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 827 |
|