TD Capital Management’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
Q1
Sell
-1,455
Closed -$118K 195
2017
Q4
$118K Sell
1,455
-82
-5% -$6.65K 0.03% 53
2017
Q3
$123K Buy
1,537
+137
+10% +$11K 0.04% 51
2017
Q2
$112K Sell
1,400
-219
-14% -$17.5K 0.03% 54
2017
Q1
$127K Sell
1,619
-223
-12% -$17.5K 0.04% 52
2016
Q4
$142K Sell
1,842
-24
-1% -$1.85K 0.04% 50
2016
Q3
$150K Buy
1,866
+127
+7% +$10.2K 0.05% 49
2016
Q2
$143K Buy
1,739
+66
+4% +$5.43K 0.04% 53
2016
Q1
$130K Sell
1,673
-208
-11% -$16.2K 0.04% 52
2015
Q4
$141K Buy
1,881
+532
+39% +$39.9K 0.04% 48
2015
Q3
$96K Buy
1,349
+710
+111% +$50.5K 0.03% 63
2015
Q2
$46K Buy
639
+481
+304% +$34.6K 0.01% 85
2015
Q1
$13K Buy
158
+35
+28% +$2.88K ﹤0.01% 115
2014
Q4
$9K Buy
123
+2
+2% +$146 ﹤0.01% 124
2014
Q3
$8K Buy
121
+1
+0.8% +$66 ﹤0.01% 123
2014
Q2
$9K Buy
120
+1
+0.8% +$75 ﹤0.01% 126
2014
Q1
$8K Buy
+119
New +$8K ﹤0.01% 130