Steward Partners Investment Advisory’s US Diversified Real Estate ETF PPTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$726 | – | 3551 |
|
|
2023
Q3 | $726 | Hold |
27
| – | – | ﹤0.01% | 3221 |
|
|
2023
Q2 | $780 | Hold |
27
| – | – | ﹤0.01% | 3155 |
|
|
2023
Q1 | $761 | Hold |
27
| – | – | ﹤0.01% | 3144 |
|
|
2022
Q4 | $757 | Hold |
27
| – | – | ﹤0.01% | 3153 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 3157 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 3152 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 3213 |
|
|
2021
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 3115 |
|