Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $41K | Sell |
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|
2020
Q4 | $65K | Sell |
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|
2020
Q3 | $872K | Buy |
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|
2020
Q2 | $679K | Buy |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $84K | Sell |
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|
2019
Q1 | $97K | Sell |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $109K | Sell |
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|
2018
Q2 | $143K | Sell |
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|
2018
Q1 | $219K | Buy |
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