Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-23,200
| Closed | -$1.78M | – | 341 |
|
|
2014
Q4 | $1.78M | Hold |
23,200
| – | – | 0.05% | 175 |
|
|
2014
Q3 | $1.61M | Hold |
23,200
| – | – | 0.05% | 184 |
|
|
2014
Q2 | $1.67M | Sell |
23,200
-800
| -3% | -$57.4K | 0.05% | 173 |
|
|
2014
Q1 | $1.62M | Hold |
24,000
| – | – | 0.05% | 180 |
|
|
2013
Q4 | $1.51M | Hold |
24,000
| – | – | 0.05% | 176 |
|
|
2013
Q3 | $1.53M | Sell |
24,000
-573
| -2% | -$36.6K | 0.05% | 173 |
|
|
2013
Q2 | $1.63M | Buy |
+24,573
| New | +$1.63M | 0.06% | 164 |
|