Capstone Triton Financial Group’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
Q4
$736K Sell
2024
Q3
$821K Sell
2024
Q2
$710K Buy
2024
Q1
$712K Buy
2023
Q4
$722K Sell
2023
Q3
$619K Sell
2023
Q2
$707K Buy
2023
Q1
$694K Sell
2022
Q4
$801K Buy