Cyndeo Wealth Partners
PPTY icon

Cyndeo Wealth Partners’s US Diversified Real Estate ETF PPTY Stock Holding History

Cyndeo Wealth Partners’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,763
Closed -$246K – 332
2022
Q4 		$246K Buy
+8,763
New +$248K 0.03% 275

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Cyndeo Wealth Partners's PPTY Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of US Diversified Real Estate ETF (PPTY) in Q1 2023, closing a stake of 8,763 shares — an estimated $246K sold.

Cyndeo Wealth Partners first reported a position in PPTY in Q4 2022 and held it in 1 quarter. The position peaked at $246K in Q4 2022. 18 funds tracked by Wall St. Rank hold PPTY as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining US Diversified Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 8,763 US Diversified Real Estate ETF shares in Q1 2023, an estimated $246K.
  • Cyndeo Wealth Partners first reported a position in US Diversified Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's US Diversified Real Estate ETF position peaked at $246K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.