WP
WealthSource Partners’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-49,566
| Closed | -$4.33M | – | 446 |
|
|
2019
Q2 | $4.33M | Buy |
49,566
+46,891
| +1,753% | +$4.09M | 0.68% | 37 |
|
|
2019
Q1 | $233K | Sell |
2,675
-187
| -7% | -$16.3K | 0.05% | 308 |
|
|
2018
Q4 | $214K | Sell |
2,862
-175
| -6% | -$13.1K | 0.06% | 267 |
|
|
2018
Q3 | $243K | Buy |
+3,037
| New | +$243K | 0.06% | 253 |
|
|
2016
Q4 | – | Sell |
-5,270
| Closed | -$425K | – | 267 |
|
|
2016
Q3 | $425K | Buy |
+5,270
| New | +$425K | 0.16% | 134 |
|