TAG
Tactical Allocation Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $980K | Sell |
11,900
-3,530
| -23% | -$291K | 1.57% | 13 |
|
|
2016
Q1 | $1.2M | Sell |
15,430
-389
| -2% | -$30.3K | 1.75% | 13 |
|
|
2015
Q4 | $1.19M | Sell |
15,819
-1,602
| -9% | -$120K | 1.39% | 15 |
|
|
2015
Q3 | $1.24M | Sell |
17,421
-4,440
| -20% | -$315K | 1.34% | 16 |
|
|
2015
Q2 | $1.46M | Buy |
21,861
+1,872
| +9% | +$125K | 1.4% | 14 |
|
|
2015
Q1 | $1.59M | Buy |
+19,989
| New | +$1.59M | 1.33% | 14 |
|
|
2013
Q4 | – | Sell |
-253,526
| Closed | -$16.2M | – | 22 |
|
|
2013
Q3 | $16.2M | Sell |
253,526
-39,601
| -14% | -$2.53M | 6.95% | 6 |
|
|
2013
Q2 | $19.6M | Buy |
+293,127
| New | +$19.6M | 6.4% | 6 |
|