Cape Cod Five Cents Savings 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $215K | Hold |
2,112
| – | – | 0.02% | 180 |
|
|
2024
Q4 | $215K | Hold |
2,112
| – | – | 0.02% | 180 |
|
|
2024
Q3 | $215K | Buy |
+2,112
| New | +$215K | 0.02% | 180 |
|
|
2024
Q2 | – | Sell |
-2,269
| Closed | -$204K | – | 194 |
|
|
2024
Q1 | $204K | Sell |
2,269
-864
| -28% | -$77.7K | 0.02% | 186 |
|
|
2023
Q4 | $286K | Sell |
3,133
-5,423
| -63% | -$496K | 0.03% | 166 |
|
|
2023
Q3 | $669K | Buy |
8,556
+3,909
| +84% | +$305K | 0.04% | 152 |
|
|
2023
Q2 | $402K | Sell |
4,647
-1,441
| -24% | -$125K | 0.04% | 147 |
|
|
2023
Q1 | $517K | Sell |
6,088
-1,411
| -19% | -$120K | 0.06% | 131 |
|
|
2022
Q4 | $631K | Buy |
+7,499
| New | +$631K | 0.07% | 131 |
|