CapWealth 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
2020 Q4	–	Sell	-3,034	Closed	-$242K	–	99
2020 Q3	$242K	Hold	3,034	–	–	0.03%	85
2020 Q2	$239K	Hold	3,034	–	–	0.03%	87
2020 Q1	$211K	Hold	3,034	–	–	0.04%	85
2019 Q4	$282K	Hold	3,034	–	–	0.04%	87
2019 Q3	$284K	Hold	3,034	–	–	0.04%	83
2019 Q2	$265K	Hold	3,034	–	–	0.04%	88
2019 Q1	$264K	Hold	3,034	–	–	0.04%	87
2018 Q4	$227K	Hold	3,034	–	–	0.04%	90
2018 Q3	$243K	Hold	3,034	–	–	0.04%	100
2018 Q2	$244K	Hold	3,034	–	–	0.04%	96
2018 Q1	$229K	Buy	+3,034	New	+$229K	0.04%	93
2016 Q4	–	Sell	-1,031	Closed	-$83K	–	178
2016 Q3	$83K	Hold	1,031	–	–	0.02%	122
2016 Q2	$85K	Buy	1,031 +575	+126%	+$47.4K	0.02%	116
2016 Q1	$35K	Hold	456	–	–	0.01%	157
2015 Q4	$34K	Hold	456	–	–	0.01%	131
2015 Q3	$32K	Sell	456 -28	-6%	-$1.97K	0.01%	133
2015 Q2	$35K	Hold	484	–	–	0.01%	135
2015 Q1	$38K	Buy	+484	New	+$38K	0.01%	140
2014 Q4	–	Sell	-484	Closed	-$33K	–	191
2014 Q3	$33K	Sell	484 -67	-12%	-$4.57K	0.01%	151
2014 Q2	$40K	Buy	551 +5	+0.9%	+$363	0.01%	151
2014 Q1	$37K	Sell	546 -69	-11%	-$4.68K	0.01%	150
2013 Q4	$39K	Hold	615	–	–	0.01%	159
2013 Q3	$39K	Buy	+615	New	+$39K	0.01%	167