Larson Financial Group’s Emles Real Estate Credit ETF REC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-813
Closed -$20K 1202
2021
Q4
$20K Sell
813
-343
-30% -$8.46K ﹤0.01% 546
2021
Q3
$29K Sell
1,156
-321
-22% -$8.05K 0.01% 400
2021
Q2
$37K Hold
1,477
0.01% 330
2021
Q1
$36K Buy
1,477
+664
+82% +$16.6K 0.01% 313
2020
Q4
$21K Buy
+813
New +$20.5K 0.01% 367

Other funds holding REC

Larson Financial Group's REC Position: Q1 2022 in Review

Larson Financial Group sold out of Emles Real Estate Credit ETF (REC) in Q1 2022, closing a stake of 813 shares — an estimated $20K sold.

Larson Financial Group first reported a position in REC in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q2 2021. 3 funds tracked by Wall St. Rank hold REC as of Q1 2022.

  • Larson Financial Group reported no remaining Emles Real Estate Credit ETF position as of Q1 2022 after selling out during the quarter.
  • Larson Financial Group sold 813 Emles Real Estate Credit ETF shares in Q1 2022, an estimated $20K.
  • Larson Financial Group first reported a position in Emles Real Estate Credit ETF in Q4 2020 and held it in 5 quarters.
  • Larson Financial Group's Emles Real Estate Credit ETF position peaked at $37K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Emles Real Estate Credit ETF as of Q1 2022.

Based on Larson Financial Group's 13F filing for Q1 2022, filed 5 May 2022.