Parisi Gray Wealth Management’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-32,000
| Closed | -$277K | – | 122 |
|
|
2020
Q3 | $277K | Hold |
32,000
| – | – | 0.14% | 92 |
|
|
2020
Q2 | $337K | Buy |
32,000
+10,000
| +45% | +$105K | 0.19% | 86 |
|
|
2020
Q1 | $165K | Buy |
22,000
+600
| +3% | +$4.5K | 0.12% | 95 |
|
|
2019
Q4 | $113K | Hold |
21,400
| – | – | 0.06% | 104 |
|
|
2019
Q3 | $384K | Buy |
21,400
+3,400
| +19% | +$61K | 0.25% | 74 |
|
|
2019
Q2 | $341K | Buy |
18,000
+6,500
| +57% | +$123K | 0.23% | 76 |
|
|
2019
Q1 | $250K | Buy |
+11,500
| New | +$250K | 0.16% | 86 |
|