Kestra Private Wealth Services’s ALPS Active REIT ETF REIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
28,873
+1,142
| +4% | +$30K | 0.01% | 849 |
|
|
2025
Q1 | $757K | Buy |
27,731
+1,747
| +7% | +$47.7K | 0.01% | 785 |
|
|
2024
Q4 | $708K | Buy |
25,984
+106
| +0.4% | +$2.89K | 0.01% | 771 |
|
|
2024
Q3 | $755K | Sell |
25,878
-845
| -3% | -$24.7K | 0.01% | 713 |
|
|
2024
Q2 | $680K | Buy |
26,723
+1,335
| +5% | +$33.9K | 0.01% | 714 |
|
|
2024
Q1 | $655K | Buy |
+25,388
| New | +$655K | 0.01% | 695 |
|