IHT Wealth Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-592
| Closed | -$14K | – | 1424 |
|
|
2018
Q1 | $14K | Buy |
592
+222
| +60% | +$5.25K | ﹤0.01% | 1096 |
|
|
2017
Q4 | $10K | Hold |
370
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q3 | $10K | Buy |
370
+189
| +104% | +$5.11K | ﹤0.01% | 974 |
|
|
2017
Q2 | $2 | Buy |
+181
| New | +$2 | ﹤0.01% | 1258 |
|