Wealth & Pension Services Group’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
2019
Q3
$686K Sell
7,337
-321
-4% -$30K 0.5% 58
2019
Q2
$669K Sell
7,658
-25
-0.3% -$2.18K 0.49% 59
2019
Q1
$669K Hold
7,683
0.52% 56
2018
Q4
$576K Buy
+7,683
New +$576K 0.52% 56