Sigma Planning Corp’s Global X SuperDividend REIT ETF SRET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $611K | Buy |
28,890
+14,394
| +99% | +$305K | 0.02% | 698 |
|
2025
Q1 | $307K | Buy |
+14,496
| New | +$307K | 0.01% | 936 |
|
2024
Q2 | – | Sell |
-11,615
| Closed | -$237K | – | 1248 |
|
2024
Q1 | $237K | Buy |
+11,615
| New | +$237K | 0.01% | 1059 |
|
2023
Q2 | – | Sell |
-28,490
| Closed | -$620K | – | 1343 |
|
2023
Q1 | $620K | Buy |
+28,490
| New | +$620K | 0.02% | 714 |
|
2021
Q4 | – | Sell |
-23,288
| Closed | -$664K | – | 1438 |
|
2021
Q3 | $664K | Buy |
23,288
+3,943
| +20% | +$112K | 0.02% | 688 |
|
2021
Q2 | $574K | Buy |
19,345
+1,738
| +10% | +$51.6K | 0.02% | 764 |
|
2021
Q1 | $504K | Sell |
17,607
-100
| -0.6% | -$2.86K | 0.02% | 755 |
|
2020
Q4 | $472K | Buy |
17,707
+12,385
| +233% | +$330K | 0.02% | 707 |
|
2020
Q3 | $125K | Buy |
5,322
+1,406
| +36% | +$33K | ﹤0.01% | 994 |
|
2020
Q2 | $92K | Sell |
3,916
-330
| -8% | -$7.75K | ﹤0.01% | 998 |
|
2020
Q1 | $84K | Sell |
4,246
-37
| -0.9% | -$732 | 0.01% | 846 |
|
2019
Q4 | $197K | Buy |
+4,283
| New | +$197K | 0.01% | 956 |
|