Camarda Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-123,224
| Closed | -$11.5M | – | 111 |
|
|
2024
Q4 | $11.5M | Sell |
123,224
-13,635
| -10% | -$1.27M | 4.31% | 9 |
|
|
2024
Q3 | $13.9M | Buy |
+136,859
| New | +$13.9M | 5.22% | 4 |
|
|
2019
Q2 | – | Sell |
-94
| Closed | -$8K | – | 541 |
|
|
2019
Q1 | $8K | Buy |
+94
| New | +$8K | 0.02% | 201 |
|
|
2016
Q1 | – | Sell |
-1,533
| Closed | -$115K | – | 288 |
|
|
2015
Q4 | $115K | Buy |
+1,533
| New | +$115K | 0.07% | 130 |
|
|
2014
Q3 | – | Sell |
-347
| Closed | -$25K | – | 232 |
|
|
2014
Q2 | $25K | Buy |
347
+80
| +30% | +$5.76K | 0.02% | 155 |
|
|
2014
Q1 | $18K | Buy |
+267
| New | +$18K | 0.01% | 142 |
|