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Carroll Financial Associates’s Colterpoint Net Lease Real Estate ETF NETL Stock Holding History

Carroll Financial Associates’s Portfolio NETL Stock Details NETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-177
Closed -$5K – 1827
2021
Q3 		$5K Buy
+177
New +$5.53K ﹤0.01% 1375

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
TW
TrinityPoint Wealth Milford, Connecticut $712M AUM 23.8% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carroll Financial Associates's NETL Position: Q4 2021 in Review

Carroll Financial Associates sold out of Colterpoint Net Lease Real Estate ETF (NETL) in Q4 2021, closing a stake of 177 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in NETL in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 32 funds tracked by Wall St. Rank hold NETL as of Q4 2021.

  • Carroll Financial Associates reported no remaining Colterpoint Net Lease Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 177 Colterpoint Net Lease Real Estate ETF shares in Q4 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in Colterpoint Net Lease Real Estate ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Colterpoint Net Lease Real Estate ETF position peaked at $5K in Q3 2021.
  • 32 funds tracked by Wall St. Rank held Colterpoint Net Lease Real Estate ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.