Atria Investments’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $291K | Buy |
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|
2017
Q4 | $234K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $344K | Sell |
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|
2016
Q1 | $416K | Sell |
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|
2015
Q4 | $532K | Buy |
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|
2015
Q3 | $516K | Buy |
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|
2015
Q2 | $524K | Buy |
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|
2015
Q1 | $515K | Buy |
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