WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $31K | Buy |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $33K | Sell |
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|
2016
Q3 | $126K | Buy |
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|
2016
Q2 | $119K | Buy |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $11K | Sell |
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|
2015
Q1 | $160K | Sell |
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|
2014
Q4 | $230K | Buy |
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|
2014
Q3 | $203K | Buy |
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|
2014
Q2 | $199K | Buy |
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|
2014
Q1 | $68K | Sell |
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|
2013
Q4 | $72K | Sell |
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|
2013
Q3 | $130K | Sell |
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|
2013
Q2 | $273K | Buy |
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