Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,079
| Closed | -$319K | – | 250 |
|
|
2023
Q3 | $319K | Sell |
4,079
-120
| -3% | -$9.38K | 0.09% | 178 |
|
|
2023
Q2 | $372K | Sell |
4,199
-1,060
| -20% | -$93.9K | 0.1% | 163 |
|
|
2023
Q1 | $446K | Sell |
5,259
-147
| -3% | -$12.5K | 0.13% | 138 |
|
|
2022
Q4 | $455K | Buy |
5,406
+20
| +0.4% | +$1.68K | 0.15% | 132 |
|
|
2022
Q3 | $424K | Sell |
5,386
-250
| -4% | -$19.7K | 0.14% | 127 |
|
|
2022
Q2 | $518K | Buy |
5,636
+3,429
| +155% | +$315K | 0.17% | 111 |
|
|
2022
Q1 | $239K | Sell |
2,207
-37
| -2% | -$4.01K | 0.07% | 206 |
|
|
2021
Q4 | $261K | Hold |
2,244
| – | – | 0.07% | 189 |
|
|
2021
Q3 | $230K | Hold |
2,244
| – | – | 0.07% | 197 |
|
|
2021
Q2 | $229K | Sell |
2,244
-1,881
| -46% | -$192K | 0.06% | 236 |
|
|
2021
Q1 | $379K | Sell |
4,125
-447
| -10% | -$41.1K | 0.08% | 188 |
|
|
2020
Q4 | $392K | Buy |
+4,572
| New | +$392K | 0.09% | 176 |
|
|
2020
Q3 | – | Sell |
-4,754
| Closed | -$375K | – | 133 |
|
|
2020
Q2 | $375K | Sell |
4,754
-2,050
| -30% | -$162K | 0.09% | 176 |
|
|
2020
Q1 | $473K | Buy |
6,804
+1,465
| +27% | +$102K | 0.14% | 128 |
|
|
2019
Q4 | $497K | Sell |
5,339
-1
| -0% | -$93 | 0.13% | 134 |
|
|
2019
Q3 | $500K | Sell |
5,340
-240
| -4% | -$22.5K | 0.14% | 131 |
|
|
2019
Q2 | $487K | Buy |
5,580
+145
| +3% | +$12.7K | 0.14% | 133 |
|
|
2019
Q1 | $473K | Sell |
5,435
-167
| -3% | -$14.5K | 0.15% | 124 |
|
|
2018
Q4 | $420K | Buy |
+5,602
| New | +$420K | 0.17% | 122 |
|