AIS
Accurate Investment Solutions’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-217
| Closed | -$22K | – | 494 |
|
|
2019
Q4 | $22K | Buy |
217
+161
| +288% | +$16.3K | 0.01% | 219 |
|
|
2019
Q3 | $6K | Sell |
56
-26
| -32% | -$2.79K | ﹤0.01% | 264 |
|
|
2019
Q2 | $8K | Buy |
82
+26
| +46% | +$2.54K | 0.01% | 246 |
|
|
2019
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 252 |
|
|
2018
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 238 |
|
|
2018
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 280 |
|
|
2018
Q2 | $5K | Hold |
56
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $5K | Hold |
56
| – | – | ﹤0.01% | 332 |
|
|
2017
Q4 | $5K | Sell |
56
-191
| -77% | -$17.1K | ﹤0.01% | 324 |
|
|
2017
Q3 | $23K | Hold |
247
| – | – | 0.02% | 196 |
|
|
2017
Q2 | $23K | Sell |
247
-398
| -62% | -$37.1K | 0.02% | 170 |
|
|
2017
Q1 | $60K | Buy |
645
+2
| +0.3% | +$186 | 0.05% | 106 |
|
|
2016
Q4 | $60K | Sell |
643
-19,500
| -97% | -$1.82M | 0.05% | 109 |
|
|
2016
Q3 | $1.96M | Buy |
+20,143
| New | +$1.96M | 1.79% | 30 |
|