Ahrens Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $15.6K | Buy |
+717
| New | +$15.6K | 0.01% | 522 |
|
2022
Q3 | – | Sell |
-1,620
| Closed | -$39K | – | 790 |
|
2022
Q2 | $39K | Hold |
1,620
| – | – | 0.02% | 378 |
|
2022
Q1 | $45K | Sell |
1,620
-333
| -17% | -$9.25K | 0.01% | 416 |
|
2021
Q4 | $56K | Buy |
+1,953
| New | +$56K | 0.02% | 385 |
|
2020
Q4 | – | Sell |
-4,987
| Closed | -$117K | – | 206 |
|
2020
Q3 | $117K | Buy |
+4,987
| New | +$117K | 0.08% | 162 |
|
2020
Q2 | – | Sell |
-4,953
| Closed | -$98K | – | 172 |
|
2020
Q1 | $98K | Sell |
4,953
-21,534
| -81% | -$426K | 0.07% | 121 |
|
2019
Q4 | $1.22M | Sell |
26,487
-600
| -2% | -$27.7K | 0.51% | 49 |
|
2019
Q3 | $1.22M | Buy |
27,087
+15,220
| +128% | +$687K | 0.54% | 44 |
|
2019
Q2 | $528K | Buy |
11,867
+2,334
| +24% | +$104K | 0.24% | 70 |
|
2019
Q1 | $430K | Buy |
9,533
+2,266
| +31% | +$102K | 0.2% | 79 |
|
2018
Q4 | $296K | Buy |
+7,267
| New | +$296K | 0.14% | 113 |
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$186K | – | 174 |
|
2017
Q4 | $186K | Buy |
+4,000
| New | +$186K | 0.08% | 146 |
|