CAM
Crestone Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,593
| Closed | -$2.84M | – | 49 |
|
|
2024
Q1 | $2.84M | Sell |
31,593
-6,082
| -16% | -$547K | 0.57% | 26 |
|
|
2023
Q4 | $3.44M | Sell |
37,675
-1,487
| -4% | -$136K | 0.78% | 23 |
|
|
2023
Q3 | $3.06M | Sell |
39,162
-17,154
| -30% | -$1.34M | 0.73% | 26 |
|
|
2023
Q2 | $4.87M | Sell |
56,316
-6,326
| -10% | -$547K | 1.07% | 21 |
|
|
2023
Q1 | $5.32M | Sell |
62,642
-14,379
| -19% | -$1.22M | 1.13% | 21 |
|
|
2022
Q4 | $6.48M | Buy |
77,021
+67,889
| +743% | +$5.72M | 1.36% | 22 |
|
|
2022
Q3 | $744K | Buy |
9,132
+5,295
| +138% | +$431K | 0.19% | 48 |
|
|
2022
Q2 | $353K | Buy |
+3,837
| New | +$353K | 0.08% | 60 |
|