Capital Investment Advisors’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
Q2 | – | Sell |
-2,629
| Closed | -$284K | – | 581 |
|
|
2022
Q1 | $284K | Buy |
2,629
+219
| +9% | +$23.7K | 0.01% | 468 |
|
|
2021
Q4 | $280K | Buy |
2,410
+3
| +0.1% | +$349 | 0.01% | 474 |
|
|
2021
Q3 | $246K | Sell |
2,407
-61
| -2% | -$6.23K | 0.01% | 499 |
|
|
2021
Q2 | $252K | Buy |
+2,468
| New | +$252K | 0.01% | 496 |
|
|
2018
Q1 | – | Sell |
-1,698
| Closed | -$138K | – | 494 |
|
|
2017
Q4 | $138K | Buy |
+1,698
| New | +$138K | 0.01% | 468 |
|