Capital Asset 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
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% -$16K ﹤0.01% 644
2020
Q4
$20K Sell
229
-200
-47% -$16.6K ﹤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% -$4.16K 0.01% 383
2019
Q4
$47K Buy
+476
New +$44.1K 0.01% 437

Other funds holding IYR