Rand Wealth’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 |
-2,788
| Closed | -$214K | – | 215 |
|
|
2016
Q4 | $214K | Sell |
2,788
-966
| -26% | -$74.1K | 0.03% | 206 |
|
|
2016
Q3 | $303K | Sell |
3,754
-366
| -9% | -$29.5K | 0.04% | 195 |
|
|
2016
Q2 | $339K | Sell |
4,120
-87
| -2% | -$7.16K | 0.05% | 189 |
|
|
2016
Q1 | $328K | Sell |
4,207
-1,097
| -21% | -$85.5K | 0.05% | 186 |
|
|
2015
Q4 | $398K | Sell |
5,304
-3,244
| -38% | -$243K | 0.06% | 176 |
|
|
2015
Q3 | $606K | Sell |
8,548
-2,247
| -21% | -$159K | 0.09% | 160 |
|
|
2015
Q2 | $770K | Buy |
10,795
+1,561
| +17% | +$111K | 0.1% | 147 |
|
|
2015
Q1 | $732K | Buy |
9,234
+407
| +5% | +$32.3K | 0.1% | 145 |
|
|
2014
Q4 | $734K | Buy |
+8,827
| New | +$734K | 0.1% | 145 |
|