Wunderlich Capital Managemnt’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
-15,168
Closed -$1.17M 78
2014
Q4
$1.17M Buy
15,168
+68
+0.5% +$5.25K 0.99% 59
2014
Q3
$1.04M Buy
15,100
+26
+0.2% +$1.79K 0.93% 72
2014
Q2
$1.08M Buy
15,074
+186
+1% +$13.3K 0.99% 71
2014
Q1
$1.01M Buy
+14,888
New +$1.01M 0.95% 71