Caldwell Trust’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-950
|
|
||||
|
2022
Q1 | $103K | Hold |
950
|
|
||||
|
2021
Q4 | $110K | Hold |
950
|
|
||||
|
2021
Q3 | $97.3K | Hold |
950
|
|
||||
|
2021
Q2 | $96.8K | Hold |
950
|
|
||||
|
2021
Q1 | $87.3K | Hold |
950
|
|
||||
|
2020
Q4 | $81.4K | Hold |
950
|
|
||||
|
2020
Q3 | $75.8K | Sell |
950
-1,451
|
|
||||
|
2020
Q2 | $189K | Sell |
2,401
-1,200
|
|
||||
|
2020
Q1 | $251K | Hold |
3,601
|
|
||||
|
2019
Q4 | $335K | Buy |
+3,601
|
|