San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-151
| Closed | -$11K | – | 814 |
|
|
2018
Q1 | $11K | Hold |
151
| – | – | ﹤0.01% | 672 |
|
|
2017
Q4 | $12K | Hold |
151
| – | – | ﹤0.01% | 654 |
|
|
2017
Q3 | $12K | Hold |
151
| – | – | ﹤0.01% | 622 |
|
|
2017
Q2 | $12K | Buy |
+151
| New | +$12K | ﹤0.01% | 513 |
|
|
2014
Q4 | – | Sell |
-36
| Closed | -$2K | – | 300 |
|
|
2014
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 582 |
|
|
2014
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 576 |
|
|
2014
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 643 |
|
|
2013
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 617 |
|
|
2013
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 607 |
|
|
2013
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 621 |
|