SPC
Salient Private Client’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $876K | Sell |
10,950
-557
| -5% | -$44.6K | 0.17% | 76 |
|
|
2018
Q2 | $927K | Sell |
11,507
-2,235
| -16% | -$180K | 0.16% | 90 |
|
|
2018
Q1 | $1.04M | Sell |
13,742
-479
| -3% | -$36.1K | 0.18% | 86 |
|
|
2017
Q4 | $1.15M | Buy |
+14,221
| New | +$1.15M | 0.24% | 70 |
|