Gradient Investments’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $16K | Sell |
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $659K | Sell |
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|
2015
Q3 | $760K | Sell |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $1.78M | Buy |
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|
2014
Q4 | $1.66M | Buy |
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|
2014
Q3 | $1.23M | Buy |
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|
2014
Q2 | $887K | Buy |
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|
2014
Q1 | $511K | Buy |
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|
2013
Q4 | $276K | Buy |
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|
2013
Q3 | $10K | Buy |
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