Roble Belko & Company’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-955
| Closed | -$74K | – | 286 |
|
2016
Q1 | $74K | Hold |
955
| – | – | 0.04% | 78 |
|
2015
Q4 | $72K | Hold |
955
| – | – | 0.04% | 74 |
|
2015
Q3 | $68K | Hold |
955
| – | – | 0.04% | 76 |
|
2015
Q2 | $68K | Hold |
955
| – | – | 0.04% | 85 |
|
2015
Q1 | $76K | Buy |
+955
| New | +$76K | 0.04% | 73 |
|