Capital Advisors Ltd’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $75K | Hold |
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|
2024
Q1 | $77K | Sell |
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|
2023
Q4 | $94K | Sell |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $559K | Hold |
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|
2022
Q4 | $554K | Hold |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $606K | Hold |
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|
2022
Q1 | $713K | Hold |
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|
2021
Q4 | $765K | Hold |
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|
2021
Q3 | $674K | Hold |
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|
2021
Q2 | $671K | Hold |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $564K | Hold |
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|
2020
Q3 | $526K | Sell |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $431K | Hold |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $991K | Buy |
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|
2018
Q3 | $902K | Hold |
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|
2018
Q2 | $908K | Sell |
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|
2018
Q1 | $860K | Buy |
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|
2017
Q4 | $899K | Buy |
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|
2017
Q3 | $763K | Hold |
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|
2017
Q2 | $762K | Hold |
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|
2017
Q1 | $750K | Hold |
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|
2016
Q4 | $735K | Buy |
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|
2016
Q3 | $678K | Hold |
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|
2016
Q2 | $693K | Buy |
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|
2016
Q1 | $424K | Hold |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | $367K | Sell |
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|
2015
Q2 | $371K | Hold |
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|
2015
Q1 | $413K | Hold |
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|
2014
Q4 | $400K | Hold |
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|
2014
Q3 | $360K | Hold |
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|
2014
Q2 | $374K | Hold |
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|
2014
Q1 | $352K | Buy |
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|
2013
Q4 | $319K | Buy |
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