IWA
NXDT
IBEX Wealth Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,390
| Closed | -$89K | – | 356 |
|
|
2021
Q3 | $89K | Buy |
+6,390
| New | +$89K | 0.02% | 231 |
|
|
2019
Q3 | – | Sell |
-3,195
| Closed | -$60K | – | 262 |
|
|
2019
Q2 | $60K | Buy |
+3,195
| New | +$60K | 0.02% | 198 |
|
|
2017
Q4 | – | Sell |
-3,195
| Closed | -$75K | – | 119 |
|
|
2017
Q3 | $75K | Buy |
+3,195
| New | +$75K | 0.03% | 135 |
|
|
2017
Q1 | – | Sell |
-712
| Closed | -$16K | – | 272 |
|
|
2016
Q4 | $16K | Buy |
+712
| New | +$16K | 0.01% | 244 |
|