SWA
NXDT
SOA Wealth Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43
| Closed | -$345 | – | 923 |
|
|
2023
Q4 | $345 | Hold |
43
| – | – | ﹤0.01% | 822 |
|
|
2023
Q3 | $371 | Buy |
43
+2
| +5% | +$17 | ﹤0.01% | 842 |
|
|
2023
Q2 | $518 | Hold |
41
| – | – | ﹤0.01% | 830 |
|
|
2023
Q1 | $423 | Buy |
41
+1
| +3% | +$10 | ﹤0.01% | 856 |
|
|
2022
Q4 | $451 | Hold |
40
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $0 | Buy |
40
+1
| +3% | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $0 | Hold |
39
| – | – | ﹤0.01% | 962 |
|
|
2022
Q1 | $0 | Buy |
39
+1
| +3% | – | ﹤0.01% | 977 |
|
|
2021
Q4 | $0 | Sell |
38
-37
| -49% | – | ﹤0.01% | 951 |
|
|
2021
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 855 |
|
|
2021
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 837 |
|
|
2021
Q1 | $0 | Buy |
75
+1
| +1% | – | ﹤0.01% | 892 |
|
|
2020
Q4 | $0 | Buy |
+74
| New | – | ﹤0.01% | 862 |
|