Foster Dykema Cabot & Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.22K | Hold |
34
| – | – | ﹤0.01% | 317 |
|
2025
Q1 | $3.26K | Hold |
34
| – | – | ﹤0.01% | 315 |
|
2024
Q4 | $3.16K | Sell |
34
-34
| -50% | -$3.16K | ﹤0.01% | 338 |
|
2024
Q3 | $6.93K | Sell |
68
-68
| -50% | -$6.93K | ﹤0.01% | 390 |
|
2024
Q2 | $11.9K | Sell |
136
-34
| -20% | -$2.98K | ﹤0.01% | 261 |
|
2024
Q1 | $15.3K | Buy |
+170
| New | +$15.3K | ﹤0.01% | 253 |
|