Geneos Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-567
| Closed | -$11K | – | 2089 |
|
|
2022
Q3 | $11K | Buy |
567
+182
| +47% | +$3.53K | ﹤0.01% | 1498 |
|
|
2022
Q2 | $9K | Hold |
385
| – | – | ﹤0.01% | 2008 |
|
|
2022
Q1 | $10K | Hold |
385
| – | – | ﹤0.01% | 2103 |
|
|
2021
Q4 | $10K | Sell |
385
-275
| -42% | -$7.14K | ﹤0.01% | 2189 |
|
|
2021
Q3 | $18K | Hold |
660
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q2 | $19K | Hold |
660
| – | – | ﹤0.01% | 1947 |
|
|
2021
Q1 | $19K | Hold |
660
| – | – | ﹤0.01% | 2111 |
|
|
2020
Q4 | $18K | Buy |
660
+275
| +71% | +$7.5K | ﹤0.01% | 1974 |
|
|
2020
Q3 | $8K | Hold |
385
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q2 | $8K | Hold |
385
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q1 | $8K | Hold |
385
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q4 | $17K | Hold |
385
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q3 | $17K | Hold |
385
| – | – | ﹤0.01% | 1689 |
|
|
2019
Q2 | $17K | Hold |
385
| – | – | ﹤0.01% | 1719 |
|
|
2019
Q1 | $17K | Hold |
385
| – | – | ﹤0.01% | 1648 |
|
|
2018
Q4 | $15K | Hold |
385
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q3 | $17K | Buy |
385
+150
| +64% | +$6.62K | ﹤0.01% | 1657 |
|
|
2018
Q2 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 1733 |
|