SWA
Sightline Wealth Advisors’s Global X SuperDividend REIT ETF SRET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,383
| Closed | -$141K | – | 65 |
|
|
2022
Q3 | $141K | Buy |
+20,383
| New | +$141K | 0.17% | 47 |
|
|
2022
Q1 | – | Sell |
-75,237
| Closed | -$720K | – | 57 |
|
|
2021
Q4 | $720K | Sell |
75,237
-13,344
| -15% | -$128K | 0.64% | 23 |
|
|
2021
Q3 | $842K | Sell |
88,581
-9,526
| -10% | -$90.5K | 0.7% | 21 |
|
|
2021
Q2 | $970K | Buy |
98,107
+4,909
| +5% | +$48.5K | 0.8% | 17 |
|
|
2021
Q1 | $892K | Buy |
+93,198
| New | +$892K | 0.82% | 18 |
|