EverSource Wealth Advisors
PPTY icon

EverSource Wealth Advisors’s US Diversified Real Estate ETF PPTY Stock Holding History

EverSource Wealth Advisors’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
2022
Q1 		– Sell
-11,512
Closed -$454K – 1812
2021
Q4 		$454K Buy
+11,512
New +$433K 0.13% 127

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EverSource Wealth Advisors's PPTY Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of US Diversified Real Estate ETF (PPTY) in Q1 2022, closing a stake of 11,512 shares — an estimated $454K sold.

EverSource Wealth Advisors first reported a position in PPTY in Q4 2021 and held it in 1 quarter. The position peaked at $454K in Q4 2021. 20 funds tracked by Wall St. Rank hold PPTY as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining US Diversified Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 11,512 US Diversified Real Estate ETF shares in Q1 2022, an estimated $454K.
  • EverSource Wealth Advisors first reported a position in US Diversified Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's US Diversified Real Estate ETF position peaked at $454K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.