Walkner Condon Financial Advisors’s US Diversified Real Estate ETF PPTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $361K | Hold |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $341K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $525K | Hold |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $676K | Hold |
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|
2021
Q4 | $703K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $463K | Buy |
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