Cynosure Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,967
| Closed | -$323K | – | 27 |
|
|
2022
Q3 | $323K | Hold |
3,967
| – | – | 0.35% | 27 |
|
|
2022
Q2 | $365K | Hold |
3,967
| – | – | 0.36% | 29 |
|
|
2022
Q1 | $429K | Sell |
3,967
-3,765
| -49% | -$407K | 0.35% | 24 |
|
|
2021
Q4 | $898K | Sell |
7,732
-2,268
| -23% | -$263K | 0.68% | 20 |
|
|
2021
Q3 | $1.02M | Hold |
10,000
| – | – | 0.79% | 19 |
|
|
2021
Q2 | $1.02M | Hold |
10,000
| – | – | 0.79% | 18 |
|
|
2021
Q1 | $919K | Hold |
10,000
| – | – | 0.72% | 18 |
|
|
2020
Q4 | $856K | Hold |
10,000
| – | – | 0.73% | 16 |
|
|
2020
Q3 | $798K | Hold |
10,000
| – | – | 0.83% | 13 |
|
|
2020
Q2 | $788K | Hold |
10,000
| – | – | 0.93% | 12 |
|
|
2020
Q1 | $696K | Buy |
+10,000
| New | +$696K | 0.5% | 29 |
|