Portfolio Strategies (Washington)’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
Q4 | $64K | Buy |
+796
| New | +$64K | 0.13% | 34 |
|
|
2017
Q1 | – | Sell |
-26,678
| Closed | -$2.05M | – | 85 |
|
|
2016
Q4 | $2.05M | Buy |
+26,678
| New | +$2.05M | 2.36% | 16 |
|
|
2014
Q4 | – | Sell |
-5,558
| Closed | -$385K | – | 29 |
|
|
2014
Q3 | $385K | Sell |
5,558
-720
| -11% | -$49.9K | 0.44% | 35 |
|
|
2014
Q2 | $450K | Buy |
6,278
+90
| +1% | +$6.45K | 0.5% | 32 |
|
|
2014
Q1 | $418K | Sell |
6,188
-135
| -2% | -$9.12K | 0.48% | 42 |
|
|
2013
Q4 | $398K | Buy |
+6,323
| New | +$398K | 0.51% | 43 |
|