Arkadios Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,803
Closed -$220K 620
2021
Q4
$220K Hold
1,803
0.03% 518
2021
Q3
$190K Buy
1,803
+50
+3% +$5.27K 0.03% 517
2021
Q2
$183K Buy
+1,753
New +$183K 0.02% 556