Endowment Wealth Management’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
Q4
Sell
2023
Q3
$199K Sell
2023
Q2
$228K Sell
2023
Q1
$233K Sell
2022
Q4
$381K Sell
2022
Q3
$379K Buy
2022
Q2
$419K Buy
2022
Q1
$469K Buy
2021
Q4
$451K Buy