Efficient Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $305K | Buy |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $177K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $353K | Sell |
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|
2019
Q2 | $433K | Sell |
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|
2019
Q1 | $445K | Buy |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $407K | Sell |
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|
2018
Q2 | $418K | Sell |
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|
2018
Q1 | $388K | Buy |
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|
2017
Q4 | $400K | Sell |
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|
2017
Q3 | $427K | Sell |
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|
2017
Q2 | $434K | Sell |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $463K | Buy |
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|
2016
Q3 | $466K | Sell |
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|
2016
Q2 | $509K | Sell |
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|
2016
Q1 | $483K | Buy |
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|
2015
Q4 | $465K | Sell |
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|
2015
Q3 | $473K | Buy |
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|
2015
Q2 | $506K | Buy |
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|
2015
Q1 | $533K | Buy |
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