Patriot Financial Group Insurance Agency’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$5K | – | 1789 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 993 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 961 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 874 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 778 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 756 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | 0.01% | 492 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 747 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 742 |
|
|
2017
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 710 |
|