IHT Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,960
Closed -$220K 1028
2023
Q3
$220K Buy
10,960
+60
+0.6% +$1.21K 0.01% 845
2023
Q2
$234K Sell
10,900
-90
-0.8% -$1.93K 0.01% 816
2023
Q1
$239K Sell
10,990
-424
-4% -$9.23K 0.01% 777
2022
Q4
$248K Buy
11,414
+77
+0.7% +$1.67K 0.02% 737
2022
Q3
$234K Buy
11,337
+64
+0.6% +$1.32K 0.02% 716
2022
Q2
$272K Buy
11,273
+64
+0.6% +$1.54K 0.02% 558
2022
Q1
$309K Sell
11,209
-1,443
-11% -$39.8K 0.02% 563
2021
Q4
$361K Buy
12,652
+5,537
+78% +$158K 0.03% 541
2021
Q3
$203K Buy
+7,115
New +$203K 0.02% 733