AE Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.7K | Buy |
3,529
+826
| +31% | +$17.5K | ﹤0.01% | 1546 |
|
|
2025
Q1 | $57.3K | Sell |
2,703
-379
| -12% | -$8.04K | ﹤0.01% | 1560 |
|
|
2024
Q4 | $61.7K | Buy |
+3,082
| New | +$61.7K | ﹤0.01% | 1525 |
|
|
2022
Q4 | – | Sell |
-6,479
| Closed | -$134K | – | 1910 |
|
|
2022
Q3 | $134K | Sell |
6,479
-230
| -3% | -$4.76K | ﹤0.01% | 1642 |
|
|
2022
Q2 | $162K | Buy |
6,709
+390
| +6% | +$9.42K | ﹤0.01% | 1611 |
|
|
2022
Q1 | $174K | Buy |
6,319
+2,449
| +63% | +$67.4K | ﹤0.01% | 1585 |
|
|
2021
Q4 | $111K | Buy |
3,870
+369
| +11% | +$10.6K | ﹤0.01% | 1636 |
|
|
2021
Q3 | $100K | Buy |
+3,501
| New | +$100K | ﹤0.01% | 1552 |
|