Geneos Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-62
| Closed | -$1K | – | 2573 |
|
|
2019
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 2490 |
|
|
2019
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 2424 |
|
|
2019
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 2428 |
|
|
2019
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 2339 |
|
|
2018
Q4 | $1K | Sell |
62
-1,066
| -95% | -$17.2K | ﹤0.01% | 2321 |
|
|
2018
Q3 | $25K | Buy |
1,128
+1,066
| +1,719% | +$23.6K | ﹤0.01% | 1481 |
|
|
2018
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 2208 |
|
|
2018
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 2117 |
|
|
2017
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 2116 |
|
|
2017
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 2064 |
|
|
2017
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 2017 |
|
|
2017
Q1 | $1K | Sell |
62
-157
| -72% | -$2.53K | ﹤0.01% | 2008 |
|
|
2016
Q4 | $4K | Sell |
219
-63
| -22% | -$1.15K | ﹤0.01% | 1696 |
|
|
2016
Q3 | $6K | Hold |
282
| – | – | ﹤0.01% | 1517 |
|
|
2016
Q2 | $6K | Hold |
282
| – | – | ﹤0.01% | 1470 |
|
|
2016
Q1 | $5K | Buy |
+282
| New | +$5K | ﹤0.01% | 1495 |
|