Placemark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $8.24M | Buy |
107,330
+10,936
| +11% | +$840K | 0.15% | 175 |
|
|
2014
Q3 | $6.67M | Buy |
96,394
+19,417
| +25% | +$1.34M | 0.12% | 204 |
|
|
2014
Q2 | $5.53M | Sell |
76,977
-9,454
| -11% | -$679K | 0.1% | 253 |
|
|
2014
Q1 | $5.85M | Buy |
86,431
+16,574
| +24% | +$1.12M | 0.11% | 205 |
|
|
2013
Q4 | $4.41M | Buy |
69,857
+3,590
| +5% | +$227K | 0.07% | 320 |
|
|
2013
Q3 | $4.23M | Buy |
66,267
+6,009
| +10% | +$383K | 0.08% | 298 |
|
|
2013
Q2 | $4M | Buy |
+60,258
| New | +$4M | 0.09% | 282 |
|