Cambridge Trust’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 |
-19
| Closed | -$2K | – | 1043 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 958 |
|
|
2017
Q2 | – | Sell |
-4,873
| Closed | -$382K | – | 258 |
|
|
2017
Q1 | $382K | Hold |
4,873
| – | – | 0.03% | 209 |
|
|
2016
Q4 | $375K | Hold |
4,873
| – | – | 0.03% | 204 |
|
|
2016
Q3 | $393K | Sell |
4,873
-200
| -4% | -$16.1K | 0.03% | 195 |
|
|
2016
Q2 | $418K | Sell |
5,073
-4,425
| -47% | -$365K | 0.03% | 184 |
|
|
2016
Q1 | $740K | Buy |
+9,498
| New | +$740K | 0.06% | 130 |
|