Advantage Investment Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $43K | Sell |
413
-3
| -0.7% | -$312 | 0.03% | 369 |
|
|
2019
Q2 | $41K | Sell |
416
-37
| -8% | -$3.65K | 0.03% | 384 |
|
|
2019
Q1 | $45K | Buy |
453
+211
| +87% | +$21K | 0.04% | 366 |
|
|
2018
Q4 | $21K | Sell |
242
-188
| -44% | -$16.3K | 0.02% | 501 |
|
|
2018
Q3 | $40K | Sell |
430
-59
| -12% | -$5.49K | 0.03% | 431 |
|
|
2018
Q2 | $46K | Sell |
489
-252
| -34% | -$23.7K | 0.03% | 380 |
|
|
2018
Q1 | $64K | Sell |
741
-959
| -56% | -$82.8K | 0.02% | 342 |
|
|
2017
Q4 | $159K | Sell |
1,700
-159
| -9% | -$14.9K | 0.05% | 204 |
|
|
2017
Q3 | $172K | Buy |
1,859
+636
| +52% | +$58.8K | 0.06% | 187 |
|
|
2017
Q2 | $114K | Buy |
1,223
+559
| +84% | +$52.1K | 0.04% | 219 |
|
|
2017
Q1 | $61K | Buy |
664
+635
| +2,190% | +$58.3K | 0.02% | 302 |
|
|
2016
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 824 |
|
|
2016
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 799 |
|
|
2016
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 757 |
|