Advisornet Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-329
| Closed | -$27.3K | – | 2482 |
|
|
2023
Q3 | $27.3K | Hold |
329
| – | – | ﹤0.01% | 945 |
|
|
2023
Q2 | $29.8K | Hold |
329
| – | – | ﹤0.01% | 959 |
|
|
2023
Q1 | $29.2K | Hold |
329
| – | – | ﹤0.01% | 950 |
|
|
2022
Q4 | $28.7K | Sell |
329
-470
| -59% | -$41.2K | ﹤0.01% | 938 |
|
|
2022
Q3 | $67K | Hold |
799
| – | – | 0.01% | 765 |
|
|
2022
Q2 | $76K | Hold |
799
| – | – | 0.01% | 753 |
|
|
2022
Q1 | $94K | Hold |
799
| – | – | 0.01% | 778 |
|
|
2021
Q4 | $98K | Hold |
799
| – | – | 0.01% | 821 |
|
|
2021
Q3 | $84K | Buy |
799
+329
| +70% | +$36.1K | 0.01% | 849 |
|
|
2021
Q2 | $49K | Hold |
470
| – | – | ﹤0.01% | 991 |
|
|
2021
Q1 | $44K | Hold |
470
| – | – | ﹤0.01% | 971 |
|
|
2020
Q4 | $41K | Buy |
470
+187
| +66% | +$15.6K | ﹤0.01% | 924 |
|
|
2020
Q3 | $22K | Hold |
283
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q2 | $22K | Sell |
283
-158
| -36% | -$12.1K | ﹤0.01% | 1094 |
|
|
2020
Q1 | $32K | Sell |
441
-94
| -18% | -$8.9K | ﹤0.01% | 937 |
|
|
2019
Q4 | $55K | Sell |
535
-33
| -6% | -$3.42K | ﹤0.01% | 867 |
|
|
2019
Q3 | $59K | Sell |
568
-62
| -10% | -$6.32K | 0.01% | 843 |
|
|
2019
Q2 | $62K | Buy |
630
+256
| +68% | +$25.4K | 0.01% | 743 |
|
|
2019
Q1 | $37K | Buy |
374
+77
| +26% | +$7.3K | ﹤0.01% | 820 |
|
|
2018
Q4 | $26K | Buy |
297
+67
| +29% | +$6.13K | ﹤0.01% | 864 |
|
|
2018
Q3 | $21K | Sell |
230
-179
| -44% | -$17K | ﹤0.01% | 948 |
|
|
2018
Q2 | $38K | Hold |
409
| – | – | 0.01% | 785 |
|
|
2018
Q1 | $35K | Buy |
409
+70
| +21% | +$6.07K | ﹤0.01% | 795 |
|
|
2017
Q4 | $32K | Buy |
+339
| New | +$31.7K | ﹤0.01% | 761 |
|
Other funds holding RWR
