BWM
ROOF

BKM Wealth Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

BKM Wealth Management’s Portfolio ROOF Stock Details ROOF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,028
Closed -$21K – 590
2023
Q4 		$21K Buy
+1,028
New +$21K 0.01% 373