Asset Management One’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
2020
Q1
Sell
-2,980
Closed -$304K 1073
2019
Q4
$304K Buy
2,980
+40
+1% +$4.14K ﹤0.01% 974
2019
Q3
$307K Sell
2,940
-820
-22% -$83.6K ﹤0.01% 974
2019
Q2
$371K Sell
3,760
-910
-19% -$90.4K ﹤0.01% 992
2019
Q1
$462K Sell
4,670
-390
-8% -$37K ﹤0.01% 962
2018
Q4
$435K Hold
5,060
﹤0.01% 951
2018
Q3
$472K Hold
5,060
﹤0.01% 968
2018
Q2
$475K Hold
5,060
﹤0.01% 981
2018
Q1
$436K Buy
5,060
+570
+13% +$49.4K ﹤0.01% 952
2017
Q4
$421K Hold
4,490
﹤0.01% 936
2017
Q3
$415K Buy
4,490
+710
+19% +$66K ﹤0.01% 927
2017
Q2
$351K Buy
3,780
+910
+32% +$84.6K ﹤0.01% 904
2017
Q1
$265K Buy
2,870
+1,120
+64% +$104K ﹤0.01% 934
2016
Q4
$163K Buy
+1,750
New +$160K ﹤0.01% 928

Other funds holding RWR