IFP Advisors’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,101
| Closed | -$30K | – | 4121 |
|
|
2016
Q4 | $30K | Hold |
1,101
| – | – | ﹤0.01% | 2191 |
|
|
2016
Q3 | $30K | Hold |
1,101
| – | – | ﹤0.01% | 2144 |
|
|
2016
Q2 | $29K | Buy |
+1,101
| New | +$29K | ﹤0.01% | 2106 |
|
|
2016
Q1 | – | Sell |
-1,101
| Closed | -$27K | – | 3539 |
|
|
2015
Q4 | $27K | Buy |
+1,101
| New | +$27K | ﹤0.01% | 1985 |
|