Cahaba Wealth Management’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
Q1 | – | Sell |
-2,076
| Closed | -$241K | – | 144 |
|
|
2021
Q4 | $241K | Buy |
+2,076
| New | +$241K | 0.03% | 132 |
|
|
2021
Q3 | – | Sell |
-1,906
| Closed | -$203K | – | 135 |
|
|
2021
Q2 | $203K | Buy |
+1,906
| New | +$203K | 0.03% | 76 |
|
|
2020
Q2 | – | Sell |
-4,676
| Closed | -$325K | – | 80 |
|
|
2020
Q1 | $325K | Sell |
4,676
-1,445
| -24% | -$100K | 0.08% | 56 |
|
|
2019
Q4 | $569K | Buy |
6,121
+45
| +0.7% | +$4.18K | 0.13% | 49 |
|
|
2019
Q3 | $568K | Sell |
6,076
-2,401
| -28% | -$224K | 0.14% | 48 |
|
|
2019
Q2 | $740K | Sell |
8,477
-1,795
| -17% | -$157K | 0.18% | 42 |
|
|
2019
Q1 | $894K | Sell |
10,272
-807
| -7% | -$70.2K | 0.24% | 40 |
|
|
2018
Q4 | $830K | Sell |
11,079
-2,242
| -17% | -$168K | 0.26% | 42 |
|
|
2018
Q3 | $1.06M | Sell |
13,321
-6,623
| -33% | -$526K | 0.35% | 32 |
|
|
2018
Q2 | $1.6M | Sell |
19,944
-18,031
| -47% | -$1.45M | 0.56% | 23 |
|
|
2018
Q1 | $2.83M | Sell |
37,975
-9,121
| -19% | -$679K | 1.11% | 16 |
|
|
2017
Q4 | $3.82M | Sell |
47,096
-11,637
| -20% | -$943K | 1.55% | 16 |
|
|
2017
Q3 | $4.69M | Buy |
+58,733
| New | +$4.69M | 2.15% | 12 |
|