VSR Financial Services’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 | $730K | Buy |
+8,862
| New | +$730K | 0.12% | 212 |
|
|
2015
Q2 | – | Sell |
-13,942
| Closed | -$1.11M | – | 609 |
|
|
2015
Q1 | $1.11M | Buy |
+13,942
| New | +$1.11M | 0.12% | 199 |
|
|
2014
Q4 | – | Sell |
-20,805
| Closed | -$1.44M | – | 595 |
|
|
2014
Q3 | $1.44M | Sell |
20,805
-732
| -3% | -$50.7K | 0.17% | 142 |
|
|
2014
Q2 | $1.55M | Buy |
21,537
+17,604
| +448% | +$1.26M | 0.19% | 125 |
|
|
2014
Q1 | $266K | Sell |
3,933
-19,748
| -83% | -$1.34M | 0.04% | 470 |
|
|
2013
Q4 | $1.49M | Sell |
23,681
-29
| -0.1% | -$1.83K | 0.23% | 99 |
|
|
2013
Q3 | $1.51M | Buy |
23,710
+1,201
| +5% | +$76.6K | 0.26% | 85 |
|
|
2013
Q2 | $1.5M | Buy |
+22,509
| New | +$1.5M | 0.29% | 81 |
|