Telemus Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,396
| Closed | -$931K | – | 306 |
|
|
2015
Q4 | $931K | Buy |
12,396
+4,137
| +50% | +$311K | 0.25% | 76 |
|
|
2015
Q3 | $586K | Buy |
8,259
+17
| +0.2% | +$1.21K | 0.15% | 80 |
|
|
2015
Q2 | $588K | Buy |
8,242
+12
| +0.1% | +$856 | 0.15% | 79 |
|
|
2015
Q1 | $653K | Sell |
8,230
-37
| -0.4% | -$2.94K | 0.16% | 79 |
|
|
2014
Q4 | $635K | Hold |
8,267
| – | – | 0.15% | 82 |
|
|
2014
Q3 | $572K | Hold |
8,267
| – | – | 0.16% | 82 |
|
|
2014
Q2 | $593K | Buy |
+8,267
| New | +$593K | 0.16% | 83 |
|