Ground Swell Capital’s ETFB Green SRI REITs ETF RITA Stock Holding History

Ground Swell Capital’s Portfolio RITA Stock Details RITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,039	Closed	-$215K	–	241
2024 Q3	$215K	Buy	+10,039	New	+$205K	0.19%	91

Other funds holding RITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's RITA Position: Q4 2024 in Review

Ground Swell Capital sold out of ETFB Green SRI REITs ETF (RITA) in Q4 2024, closing a stake of 10,039 shares — an estimated $215K sold.

Ground Swell Capital first reported a position in RITA in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 1 fund tracked by Wall St. Rank holds RITA as of Q4 2024.

Ground Swell Capital reported no remaining ETFB Green SRI REITs ETF position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 10,039 ETFB Green SRI REITs ETF shares in Q4 2024, an estimated $215K.
Ground Swell Capital first reported a position in ETFB Green SRI REITs ETF in Q3 2024 and held it in 1 quarter.
Ground Swell Capital's ETFB Green SRI REITs ETF position peaked at $215K in Q3 2024.
1 fund tracked by Wall St. Rank held ETFB Green SRI REITs ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.