AWM
AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,454
+10,221
| +4,387% | +$986K | 0.01% | 720 |
|
|
2025
Q1 | $23.1K | Sell |
233
-138
| -37% | -$13.7K | ﹤0.01% | 1713 |
|
|
2024
Q4 | $36.6K | Buy |
+371
| New | +$36.6K | ﹤0.01% | 1614 |
|
|
2020
Q3 | – | Sell |
-3,530
| Closed | -$275K | – | 1344 |
|
|
2020
Q2 | $275K | Sell |
3,530
-2,837
| -45% | -$221K | ﹤0.01% | 1047 |
|
|
2020
Q1 | $460K | Sell |
6,367
-466
| -7% | -$33.7K | 0.01% | 710 |
|
|
2019
Q4 | $697K | Buy |
6,833
+4,001
| +141% | +$408K | 0.02% | 626 |
|
|
2019
Q3 | $296K | Sell |
2,832
-510
| -15% | -$53.3K | 0.01% | 789 |
|
|
2019
Q2 | $330K | Buy |
3,342
+1,020
| +44% | +$101K | 0.01% | 720 |
|
|
2019
Q1 | $230K | Sell |
2,322
-2,227
| -49% | -$221K | 0.02% | 558 |
|
|
2018
Q4 | $391K | Buy |
4,549
+355
| +8% | +$30.5K | 0.07% | 293 |
|
|
2018
Q3 | $391K | Buy |
+4,194
| New | +$391K | 0.02% | 383 |
|
|
2017
Q3 | – | Sell |
-3,468
| Closed | -$322K | – | 411 |
|
|
2017
Q2 | $322K | Buy |
+3,468
| New | +$322K | 0.04% | 285 |
|