Allworth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.3K | Buy |
646
+147
| +29% | +$15.2K | ﹤0.01% | 2131 |
|
|
2025
Q4 | $49.1K | Buy |
499
+436
| +692% | +$43.4K | ﹤0.01% | 2206 |
|
|
2025
Q3 | $6.32K | Sell |
63
-7
| -10% | -$687 | ﹤0.01% | 3409 |
|
|
2025
Q2 | $6.75K | Sell |
70
-49
| -41% | -$4.7K | ﹤0.01% | 3101 |
|
|
2025
Q1 | $11.3K | Buy |
119
+49
| +70% | +$4.89K | ﹤0.01% | 2370 |
|
|
2024
Q4 | $6.91K | Buy |
70
+7
| +11% | +$729 | ﹤0.01% | 2606 |
|
|
2024
Q3 | $6.72K | Hold |
63
| – | – | ﹤0.01% | 2438 |
|
|
2024
Q2 | $6.19K | Sell |
63
-2
| -3% | -$181 | ﹤0.01% | 2416 |
|
|
2024
Q1 | $6.13K | Sell |
65
-25
| -28% | -$2.33K | ﹤0.01% | 2324 |
|
|
2023
Q4 | $8.56K | Sell |
90
-124
| -58% | -$10.7K | ﹤0.01% | 2041 |
|
|
2023
Q3 | $17.8K | Sell |
214
-333
| -61% | -$29.9K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $49.5K | Sell |
547
-173
| -24% | -$15.3K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $64K | Buy |
720
+667
| +1,258% | +$60.9K | ﹤0.01% | 991 |
|
|
2022
Q4 | $4.62K | Hold |
53
| – | – | ﹤0.01% | 1923 |
|
|
2022
Q3 | $4K | Sell |
53
-64
| -55% | -$6.24K | ﹤0.01% | 1969 |
|
|
2022
Q2 | $11K | Buy |
117
+64
| +121% | +$6.77K | ﹤0.01% | 1545 |
|
|
2022
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 1604 |
|
|
2021
Q4 | $6K | Hold |
53
| – | – | ﹤0.01% | 1527 |
|
|
2021
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q1 | $5K | Sell |
53
-38
| -42% | -$3.44K | ﹤0.01% | 1150 |
|
|
2020
Q4 | $8K | Buy |
91
+38
| +72% | +$3.18K | ﹤0.01% | 893 |
|
|
2020
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 889 |
|
|
2020
Q2 | $4K | Hold |
53
| – | – | ﹤0.01% | 912 |
|
|
2020
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 935 |
|
|
2019
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 771 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 663 |
|
|
2019
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 690 |
|
|
2018
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 620 |
|
|
2018
Q3 | $5K | Hold |
53
| – | – | ﹤0.01% | 666 |
|
|
2018
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 647 |
|
|
2018
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 594 |
|
|
2017
Q4 | $5K | Buy |
+53
| New | +$4.96K | ﹤0.01% | 571 |
|
|
2017
Q1 | – | Sell |
-29
| Closed | -$3K | – | 817 |
|
|
2016
Q4 | $3K | Buy |
+29
| New | +$2.66K | ﹤0.01% | 548 |
|
Other funds holding RWR
MSA
