Smith, Moore & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,817
| Closed | -$264K | – | 325 |
|
|
2019
Q3 | $264K | Sell |
2,817
-342
| -11% | -$32.1K | 0.06% | 267 |
|
|
2019
Q2 | $276K | Buy |
3,159
+232
| +8% | +$20.3K | 0.06% | 266 |
|
|
2019
Q1 | $255K | Sell |
2,927
-188
| -6% | -$16.4K | 0.06% | 266 |
|
|
2018
Q4 | $233K | Buy |
+3,115
| New | +$233K | 0.06% | 270 |
|
|
2018
Q1 | – | Sell |
-2,571
| Closed | -$208K | – | 333 |
|
|
2017
Q4 | $208K | Buy |
+2,571
| New | +$208K | 0.06% | 277 |
|