Creative Planning
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Creative Planning’s Global X SuperDividend REIT ETF SRET Stock Holding History

Creative Planning’s Portfolio SRET Stock Details SRET Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$66K Hold
2019
Q4 		$154K Hold
2019
Q3 		$150K Hold
2019
Q2 		$148K Buy
2017
Q1 		– Sell
2016
Q4 		$3K Sell
2016
Q3 		$90K Buy