Alta Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,489
| Closed | -$289K | – | 133 |
|
|
2023
Q3 | $289K | Sell |
3,489
-204
| -6% | -$16.9K | 0.18% | 112 |
|
|
2023
Q2 | $334K | Sell |
3,693
-399
| -10% | -$36.1K | 0.2% | 112 |
|
|
2023
Q1 | $363K | Sell |
4,092
-28
| -0.7% | -$2.49K | 0.23% | 108 |
|
|
2022
Q4 | $359K | Sell |
4,120
-659
| -14% | -$57.4K | 0.24% | 111 |
|
|
2022
Q3 | $403K | Hold |
4,779
| – | – | 0.29% | 103 |
|
|
2022
Q2 | $455K | Hold |
4,779
| – | – | 0.32% | 97 |
|
|
2022
Q1 | $561K | Buy |
4,779
+137
| +3% | +$16.1K | 0.33% | 97 |
|
|
2021
Q4 | $567K | Hold |
4,642
| – | – | 0.35% | 91 |
|
|
2021
Q3 | $489K | Hold |
4,642
| – | – | 0.36% | 96 |
|
|
2021
Q2 | $487K | Buy |
4,642
+41
| +0.9% | +$4.3K | 0.36% | 99 |
|
|
2021
Q1 | $436K | Buy |
4,601
+55
| +1% | +$5.21K | 0.36% | 95 |
|
|
2020
Q4 | $394K | Buy |
+4,546
| New | +$394K | 0.33% | 98 |
|