Capital Asset Advisory Services’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
Q4 | – | Sell |
-47
| Closed | -$4K | – | 444 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 512 |
|
|
2021
Q4 | $5K | Hold |
47
| – | – | ﹤0.01% | 543 |
|
|
2021
Q3 | $5K | Hold |
47
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $5K | Hold |
47
| – | – | ﹤0.01% | 667 |
|
|
2021
Q1 | $4K | Sell |
47
-182
| -79% | -$15.5K | ﹤0.01% | 644 |
|
|
2020
Q4 | $20K | Sell |
229
-200
| -47% | -$17.5K | ﹤0.01% | 879 |
|
|
2020
Q3 | $34K | Hold |
429
| – | – | 0.01% | 400 |
|
|
2020
Q2 | $35K | Hold |
429
| – | – | 0.01% | 426 |
|
|
2020
Q1 | $30K | Sell |
429
-47
| -10% | -$3.29K | 0.01% | 383 |
|
|
2019
Q4 | $47K | Buy |
+476
| New | +$47K | 0.01% | 437 |
|