Accel Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-256
| Closed | -$22.7K | – | 715 |
|
|
2023
Q1 | $22.7K | Hold |
256
| – | – | 0.01% | 669 |
|
|
2022
Q4 | $22.3K | Hold |
256
| – | – | 0.01% | 523 |
|
|
2022
Q3 | $22K | Hold |
256
| – | – | 0.01% | 534 |
|
|
2022
Q2 | $24K | Hold |
256
| – | – | 0.01% | 498 |
|
|
2022
Q1 | $31K | Hold |
256
| – | – | 0.02% | 462 |
|
|
2021
Q4 | $31K | Buy |
+256
| New | +$31K | 0.02% | 475 |
|