Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,350
| Closed | -$138K | – | 731 |
|
|
2024
Q3 | $138K | Hold |
1,350
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $118K | Hold |
1,350
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $121K | Hold |
1,350
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $123K | Hold |
1,350
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $105K | Hold |
1,350
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $117K | Hold |
1,350
| – | – | 0.01% | 230 |
|
|
2023
Q1 | $115K | Hold |
1,350
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $114K | Buy |
+1,350
| New | +$114K | 0.01% | 239 |
|