Visionary Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-3,392
| Closed | -$264K | – | 94 |
|
|
2016
Q1 | $264K | Sell |
3,392
-167
| -5% | -$13K | 0.09% | 98 |
|
|
2015
Q4 | $267K | Sell |
3,559
-83
| -2% | -$6.23K | 0.18% | 44 |
|
|
2015
Q3 | $258K | Sell |
3,642
-141
| -4% | -$9.99K | 0.18% | 27 |
|
|
2015
Q2 | $270K | Sell |
3,783
-165
| -4% | -$11.8K | 0.09% | 100 |
|
|
2015
Q1 | $313K | Sell |
3,948
-250
| -6% | -$19.8K | 0.1% | 95 |
|
|
2014
Q4 | $323K | Sell |
4,198
-53
| -1% | -$4.08K | 0.1% | 98 |
|
|
2014
Q3 | $294K | Buy |
4,251
+263
| +7% | +$18.2K | 0.08% | 92 |
|
|
2014
Q2 | $286K | Sell |
3,988
-986
| -20% | -$70.7K | 0.07% | 88 |
|
|
2014
Q1 | $336K | Buy |
+4,974
| New | +$336K | 0.08% | 89 |
|