Claraphi Advisory Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $746K | Sell |
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|
2021
Q3 | $727K | Sell |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $694K | Sell |
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|
2020
Q4 | $620K | Sell |
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|
2020
Q3 | $509K | Buy |
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|
2020
Q2 | $512K | Buy |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $219K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $262K | Hold |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $242K | Buy |
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|
2017
Q4 | $249K | Buy |
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