US Financial Advisors’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
Q2 | $330K | Hold |
4,241
| – | – | 0.66% | 31 |
|
|
2016
Q1 | $330K | Sell |
4,241
-2,776
| -40% | -$216K | 0.57% | 31 |
|
|
2015
Q4 | $527K | Sell |
7,017
-168
| -2% | -$12.6K | 0.5% | 31 |
|
|
2015
Q3 | $510K | Buy |
7,185
+1,501
| +26% | +$107K | 0.85% | 24 |
|
|
2015
Q2 | $405K | Buy |
5,684
+1,518
| +36% | +$108K | 0.38% | 35 |
|
|
2015
Q1 | $330K | Sell |
4,166
-9,264
| -69% | -$734K | 0.3% | 40 |
|
|
2014
Q4 | $1.03M | Buy |
+13,430
| New | +$1.03M | 0.92% | 20 |
|