LWMI
NXDT

Legacy Wealth Management (Idaho)’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio NXDT Stock Details NXDT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$344K Sell
82,004
-713
-0.9% -$2.99K 0.18% 60
2025
Q1 		$317K Sell
82,717
-6,570
-7% -$25.2K 0.22% 55
2024
Q4 		$474K Sell
89,287
-9,785
-10% -$52K 0.3% 46
2024
Q3 		$574K Buy
+99,072
New +$574K 0.33% 38