Arete Wealth Advisors’s Global X Alternative Income ETF ALTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,408
| Closed | -$408K | – | 728 |
|
|
2024
Q1 | $408K | Buy |
35,408
+1,517
| +4% | +$17.5K | 0.04% | 315 |
|
|
2023
Q4 | $383K | Buy |
+33,891
| New | +$383K | 0.03% | 478 |
|
|
2023
Q3 | – | Sell |
-31,713
| Closed | -$358K | – | 514 |
|
|
2023
Q2 | $358K | Buy |
+31,713
| New | +$358K | 0.03% | 444 |
|
|
2022
Q4 | – | Sell |
-17,923
| Closed | -$190K | – | 636 |
|
|
2022
Q3 | $190K | Buy |
+17,923
| New | +$190K | 0.02% | 521 |
|