Visionary Wealth Advisors’s NexPoint Diversified Real Estate Trust NXDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,392
| Closed | -$179K | – | 554 |
|
|
2024
Q4 | $179K | Sell |
29,392
-4,330
| -13% | -$26.4K | 0.01% | 523 |
|
|
2024
Q3 | $211K | Sell |
33,722
-173
| -0.5% | -$1.08K | 0.01% | 505 |
|
|
2024
Q2 | $187K | Buy |
33,895
+125
| +0.4% | +$691 | 0.01% | 490 |
|
|
2024
Q1 | $223K | Buy |
33,770
+2,133
| +7% | +$14.1K | 0.02% | 458 |
|
|
2023
Q4 | $252K | Buy |
31,637
+1,011
| +3% | +$8.04K | 0.02% | 424 |
|
|
2023
Q3 | $267K | Buy |
30,626
+101
| +0.3% | +$880 | 0.02% | 387 |
|
|
2023
Q2 | $382K | Sell |
30,525
-500
| -2% | -$6.26K | 0.03% | 328 |
|
|
2023
Q1 | $322K | Buy |
+31,025
| New | +$322K | 0.03% | 342 |
|
|
2022
Q3 | – | Sell |
-28,300
| Closed | -$467K | – | 436 |
|
|
2022
Q2 | $467K | Buy |
28,300
+17,850
| +171% | +$295K | 0.04% | 248 |
|
|
2022
Q1 | $165K | Buy |
+10,450
| New | +$165K | 0.01% | 411 |
|