Atlas Private Wealth Management’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
Q2 | – | Sell |
-191
| Closed | -$18K | – | 326 |
|
|
2021
Q1 | $18K | Sell |
191
-190
| -50% | -$17.9K | 0.01% | 266 |
|
|
2020
Q4 | $33K | Hold |
381
| – | – | 0.02% | 225 |
|
|
2020
Q3 | $30K | Hold |
381
| – | – | 0.02% | 219 |
|
|
2020
Q2 | $30K | Hold |
381
| – | – | 0.02% | 230 |
|
|
2020
Q1 | $28K | Hold |
381
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $39K | Buy |
+381
| New | +$39K | 0.03% | 221 |
|