AMG National Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,865
| Closed | -$202K | – | 440 |
|
|
2022
Q1 | $202K | Hold |
1,865
| – | – | 0.01% | 431 |
|
|
2021
Q4 | $217K | Sell |
1,865
-100
| -5% | -$11.6K | 0.01% | 422 |
|
|
2021
Q3 | $201K | Sell |
1,965
-100
| -5% | -$10.2K | 0.01% | 432 |
|
|
2021
Q2 | $211K | Sell |
2,065
-200
| -9% | -$20.4K | 0.01% | 422 |
|
|
2021
Q1 | $208K | Buy |
+2,265
| New | +$208K | 0.01% | 414 |
|
|
2020
Q3 | – | Sell |
-2,569
| Closed | -$202K | – | 432 |
|
|
2020
Q2 | $202K | Buy |
+2,569
| New | +$202K | 0.01% | 405 |
|