Creative Planning’s Global X SuperDividend REIT ETF SRET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,333
| Closed | -$66K | – | 1900 |
|
|
2020
Q1 | $66K | Hold |
3,333
| – | – | ﹤0.01% | 1573 |
|
|
2019
Q4 | $154K | Hold |
3,333
| – | – | ﹤0.01% | 1682 |
|
|
2019
Q3 | $150K | Hold |
3,333
| – | – | ﹤0.01% | 1657 |
|
|
2019
Q2 | $148K | Buy |
+3,333
| New | +$148K | ﹤0.01% | 1676 |
|
|
2017
Q1 | – | Sell |
-67
| Closed | -$3K | – | 4671 |
|
|
2016
Q4 | $3K | Sell |
67
-1,908
| -97% | -$85.4K | ﹤0.01% | 4072 |
|
|
2016
Q3 | $90K | Buy |
+1,975
| New | +$90K | ﹤0.01% | 1909 |
|