Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,816
| Closed | -$287K | – | 641 |
|
|
2024
Q3 | $287K | Hold |
2,816
| – | – | 0.01% | 635 |
|
|
2024
Q2 | $247K | Buy |
+2,816
| New | +$247K | 0.01% | 653 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$39.1K | – | 1238 |
|
|
2023
Q3 | $39.1K | Buy |
+500
| New | +$39.1K | ﹤0.01% | 929 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$2K | – | 623 |
|
|
2020
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 913 |
|