WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $31K | Buy |
384
+129
| +51% | +$10.4K | 0.01% | 830 |
|
|
2017
Q1 | $20K | Sell |
255
-177
| -41% | -$13.9K | 0.01% | 885 |
|
|
2016
Q4 | $33K | Sell |
432
-1,126
| -72% | -$86K | 0.01% | 816 |
|
|
2016
Q3 | $126K | Buy |
1,558
+114
| +8% | +$9.22K | 0.03% | 471 |
|
|
2016
Q2 | $119K | Buy |
1,444
+1,287
| +820% | +$106K | 0.03% | 458 |
|
|
2016
Q1 | $12K | Buy |
157
+1
| +0.6% | +$76 | ﹤0.01% | 1008 |
|
|
2015
Q4 | $12K | Buy |
156
+3
| +2% | +$231 | ﹤0.01% | 1032 |
|
|
2015
Q3 | $11K | Hold |
153
| – | – | ﹤0.01% | 1071 |
|
|
2015
Q2 | $11K | Sell |
153
-1,864
| -92% | -$134K | ﹤0.01% | 1162 |
|
|
2015
Q1 | $160K | Sell |
2,017
-976
| -33% | -$77.4K | 0.04% | 409 |
|
|
2014
Q4 | $230K | Buy |
2,993
+65
| +2% | +$5K | 0.05% | 386 |
|
|
2014
Q3 | $203K | Buy |
2,928
+151
| +5% | +$10.5K | 0.04% | 444 |
|
|
2014
Q2 | $199K | Buy |
2,777
+1,776
| +177% | +$127K | 0.04% | 449 |
|
|
2014
Q1 | $68K | Sell |
1,001
-134
| -12% | -$9.1K | 0.01% | 780 |
|
|
2013
Q4 | $72K | Sell |
1,135
-903
| -44% | -$57.3K | 0.01% | 869 |
|
|
2013
Q3 | $130K | Sell |
2,038
-2,079
| -50% | -$133K | 0.02% | 618 |
|
|
2013
Q2 | $273K | Buy |
+4,117
| New | +$273K | 0.05% | 389 |
|