Westport Resources Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $40K | Hold |
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|
2016
Q2 | $41K | Hold |
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|
2016
Q1 | $39K | Hold |
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|
2015
Q4 | $38K | Hold |
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|
2015
Q3 | $35K | Hold |
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|
2015
Q2 | $36K | Sell |
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|
2015
Q1 | $143K | Sell |
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|
2014
Q4 | $246K | Buy |
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|
2014
Q3 | $222K | Buy |
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|
2014
Q2 | $223K | Buy |
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|
2014
Q1 | $34K | Sell |
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|
2013
Q4 | $126K | Buy |
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|
2013
Q3 | $64K | Sell |
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|
2013
Q2 | $405K | Buy |
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