Asset Dedication LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-279
| Closed | -$29K | – | 1023 |
|
|
2021
Q2 | $29K | Buy |
+279
| New | +$29K | ﹤0.01% | 477 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$2K | – | 803 |
|
|
2020
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 690 |
|
|
2018
Q4 | – | Sell |
-314
| Closed | -$29K | – | 632 |
|
|
2018
Q3 | $29K | Buy |
+314
| New | +$29K | 0.01% | 317 |
|