MSFP
ROOF
Mark Sheptoff Financial Planning’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$8K | – | 374 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | 0.01% | 251 |
|
|
2019
Q4 | $13K | Hold |
500
| – | – | 0.01% | 263 |
|
|
2019
Q3 | $13K | Hold |
500
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $12K | Hold |
500
| – | – | 0.01% | 257 |
|
|
2019
Q1 | $13K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2018
Q4 | $11K | Hold |
500
| – | – | 0.01% | 239 |
|
|
2018
Q3 | $13K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2018
Q2 | $13K | Hold |
500
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 272 |
|