Stonehage Fleming Financial Services’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
Q1 | – | Sell |
-6,724
| Closed | -$504K | – | 208 |
|
|
2018
Q4 | $504K | Hold |
6,724
| – | – | 0.03% | 103 |
|
|
2018
Q3 | $538K | Hold |
6,724
| – | – | 0.03% | 107 |
|
|
2018
Q2 | $541K | Hold |
6,724
| – | – | 0.02% | 121 |
|
|
2018
Q1 | $508K | Hold |
6,724
| – | – | 0.03% | 113 |
|
|
2017
Q4 | $544K | Hold |
6,724
| – | – | 0.03% | 125 |
|
|
2017
Q3 | $537K | Buy |
+6,724
| New | +$537K | 0.03% | 134 |
|
|
2016
Q4 | – | Sell |
-6,572
| Closed | -$530K | – | 317 |
|
|
2016
Q3 | $530K | Buy |
+6,572
| New | +$530K | 0.03% | 145 |
|
|
2015
Q2 | – | Sell |
-6,300
| Closed | -$499K | – | 145 |
|
|
2015
Q1 | $499K | Buy |
+6,300
| New | +$499K | 0.06% | 71 |
|