AO
Advisor OS’s ALPS Active REIT ETF REIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
10,042
+321
| +3% | +$8.45K | 0.03% | 376 |
|
|
2025
Q1 | $265K | Buy |
9,721
+195
| +2% | +$5.32K | 0.03% | 351 |
|
|
2024
Q4 | $260K | Sell |
9,526
-84,962
| -90% | -$2.32M | 0.03% | 349 |
|
|
2024
Q3 | $2.76M | Buy |
+94,488
| New | +$2.76M | 0.27% | 65 |
|
|
2022
Q1 | – | Sell |
-124,793
| Closed | -$3.89M | – | 238 |
|
|
2021
Q4 | $3.89M | Sell |
124,793
-36,289
| -23% | -$1.13M | 0.79% | 26 |
|
|
2021
Q3 | $4.53M | Sell |
161,082
-21,703
| -12% | -$610K | 0.98% | 17 |
|
|
2021
Q2 | $5.19M | Buy |
+182,785
| New | +$5.19M | 1.08% | 20 |
|