Transform Wealth’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
Q4
Sell
-26,726
Closed -$2.16M 213
2016
Q3
$2.16M Buy
26,726
+1,338
+5% +$108K 0.93% 23
2016
Q2
$2.09M Buy
+25,388
New +$2.09M 0.88% 23