Wesley Capital 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
Q1 | – | Sell |
-12,250
| Closed | -$920K | – | 20 |
|
|
2015
Q4 | $920K | Sell |
12,250
-7,750
| -39% | -$582K | 0.8% | 15 |
|
|
2015
Q3 | $1.42M | Buy |
+20,000
| New | +$1.42M | 1.21% | 13 |
|
|
2014
Q1 | – | Sell |
-10,000
| Closed | -$631K | – | 27 |
|
|
2013
Q4 | $631K | Hold |
10,000
| – | – | 0.5% | 21 |
|
|
2013
Q3 | $638K | Buy |
+10,000
| New | +$638K | 0.36% | 15 |
|