Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-454
| Closed | -$10.1K | – | 716 |
|
|
2024
Q3 | $10.1K | Sell |
454
-634
| -58% | -$14.1K | 0.01% | 489 |
|
|
2024
Q2 | $20.8K | Buy |
+1,088
| New | +$20.8K | 0.01% | 434 |
|
|
2023
Q3 | – | Sell |
-1,185
| Closed | -$22.9K | – | 823 |
|
|
2023
Q2 | $22.9K | Hold |
1,185
| – | – | 0.01% | 431 |
|
|
2023
Q1 | $22.8K | Buy |
+1,185
| New | +$22.8K | 0.01% | 442 |
|