Atria Wealth Solutions’s Global X SuperDividend REIT ETF SRET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,590
Closed -$293K 2002
2023
Q3
$293K Sell
14,590
-603
-4% -$12.1K ﹤0.01% 1419
2023
Q2
$326K Buy
15,193
+1,380
+10% +$29.6K ﹤0.01% 1377
2023
Q1
$301K Buy
13,813
+355
+3% +$7.73K ﹤0.01% 1407
2022
Q4
$294K Buy
+13,458
New +$294K ﹤0.01% 1365
2022
Q3
Sell
-6,804
Closed -$164K 1819
2022
Q2
$164K Buy
6,804
+125
+2% +$3.01K ﹤0.01% 1456
2022
Q1
$184K Buy
+6,679
New +$184K ﹤0.01% 1610