Appleton Partners’s US Diversified Real Estate ETF PPTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $215K | Hold |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $774K | Sell |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $619K | Buy |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $339K | Buy |
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