Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-52
| Closed | -$453 | – | 2046 |
|
|
2023
Q3 | $453 | Buy |
+52
| New | +$453 | ﹤0.01% | 1758 |
|
|
2017
Q1 | – | Sell |
-3,490
| Closed | -$79K | – | 662 |
|
|
2016
Q4 | $79K | Sell |
3,490
-1,485
| -30% | -$33.6K | 0.06% | 146 |
|
|
2016
Q3 | $111K | Buy |
4,975
+3,500
| +237% | +$78.1K | 0.09% | 93 |
|
|
2016
Q2 | $31K | Buy |
+1,475
| New | +$31K | 0.03% | 175 |
|
|
2015
Q4 | – | Sell |
-853
| Closed | -$20K | – | 432 |
|
|
2015
Q3 | $20K | Buy |
+853
| New | +$20K | 0.02% | 218 |
|