Fermata Advisors’s ALPS Active REIT ETF REIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
9,192
+1
| +0% | +$26 | 0.06% | 197 |
|
|
2025
Q1 | $251K | Buy |
9,191
+78
| +0.9% | +$2.13K | 0.05% | 240 |
|
|
2024
Q4 | $248K | Sell |
9,113
-234
| -3% | -$6.38K | 0.05% | 222 |
|
|
2024
Q3 | $273K | Sell |
9,347
-178
| -2% | -$5.19K | 0.06% | 194 |
|
|
2024
Q2 | $242K | Buy |
9,525
+384
| +4% | +$9.77K | 0.06% | 192 |
|
|
2024
Q1 | $236K | Buy |
+9,141
| New | +$236K | 0.05% | 182 |
|