Saxony Capital Management, LLC IYR Holdings History
Saxony Capital Management, LLC's iShares U.S. Real Estate ETF Holding Summary
As of 2025-03-31, Saxony Capital Management, LLC held - shares of iShares U.S. Real Estate ETF(IYR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Saxony Capital Management, LLC now holds 0% of the outstanding iShares U.S. Real Estate ETF(IYR) stock.
The initial trade took place in 2024Q4. And since then Saxony Capital Management, LLC has made 1 purchases of IYR, at an average price of $98.51, for a total of 27,376.00 shares. In addition, there have been 1 sales at an average price of $95.12 for 27,376.00 shares. Based on historical transaction data and IYR's current price of $98.01, Saxony Capital Management, LLC's estimated gain on his IYR holdings is $-92,804.64, reflecting a -3.44% gain to date.
Saxony Capital Management, LLC IYR ($98.01) Holding Chart
Saxony Capital Management, LLC IYR ($98.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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