Alerus Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $44K | Hold |
463
| – | – | 0.01% | 136 |
|
|
2015
Q4 | $42K | Buy |
463
+399
| +623% | +$36.2K | 0.01% | 146 |
|
|
2015
Q3 | $6K | Sell |
64
-399
| -86% | -$37.4K | ﹤0.01% | 155 |
|
|
2015
Q2 | $39K | Hold |
463
| – | – | 0.01% | 134 |
|
|
2015
Q1 | $44K | Hold |
463
| – | – | 0.01% | 133 |
|
|
2014
Q4 | $42K | Hold |
463
| – | – | 0.01% | 138 |
|
|
2014
Q3 | $41K | Hold |
463
| – | – | 0.01% | 132 |
|
|
2014
Q2 | $38K | Hold |
463
| – | – | 0.01% | 138 |
|
|
2014
Q1 | $38K | Hold |
463
| – | – | 0.01% | 136 |
|
|
2013
Q4 | $34K | Hold |
463
| – | – | 0.01% | 133 |
|
|
2013
Q3 | $34K | Hold |
463
| – | – | 0.01% | 137 |
|
|
2013
Q2 | $36K | Buy |
+463
| New | +$36K | 0.01% | 139 |
|