Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
1,711
+171
| +11% | +$16.5K | ﹤0.01% | 977 |
|
|
2025
Q1 | $153K | Hold |
1,540
| – | – | ﹤0.01% | 938 |
|
|
2024
Q4 | $152K | Hold |
1,540
| – | – | ﹤0.01% | 932 |
|
|
2024
Q3 | $164K | Buy |
1,540
+104
| +7% | +$11.1K | ﹤0.01% | 790 |
|
|
2024
Q2 | $134K | Sell |
1,436
-1,385
| -49% | -$129K | ﹤0.01% | 778 |
|
|
2024
Q1 | $266K | Hold |
2,821
| – | – | ﹤0.01% | 652 |
|
|
2023
Q4 | $269K | Buy |
2,821
+2,432
| +625% | +$232K | 0.01% | 482 |
|
|
2023
Q3 | $32.3K | Buy |
389
+8
| +2% | +$664 | ﹤0.01% | 717 |
|
|
2023
Q2 | $34.5K | Buy |
+381
| New | +$34.5K | ﹤0.01% | 601 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$697 | – | 877 |
|
|
2022
Q4 | $697 | Sell |
8
-13
| -62% | -$1.13K | ﹤0.01% | 771 |
|
|
2022
Q3 | $2K | Sell |
21
-227
| -92% | -$21.6K | ﹤0.01% | 742 |
|
|
2022
Q2 | $24K | Hold |
248
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $23K | Hold |
248
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $23K | Hold |
248
| – | – | ﹤0.01% | 454 |
|
|
2021
Q3 | $23K | Hold |
248
| – | – | ﹤0.01% | 423 |
|
|
2021
Q2 | $23K | Buy |
+248
| New | +$23K | ﹤0.01% | 439 |
|
|
2020
Q4 | – | Sell |
-496
| Closed | -$46K | – | 493 |
|
|
2020
Q3 | $46K | Buy |
+496
| New | +$46K | ﹤0.01% | 335 |
|