Autumn Glory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,850
| Closed | -$624K | – | 204 |
|
|
2024
Q3 | $624K | Buy |
5,850
+2,925
| +100% | +$312K | 0.24% | 108 |
|
|
2024
Q2 | $272K | Buy |
2,925
+285
| +11% | +$26.5K | 0.14% | 141 |
|
|
2024
Q1 | $249K | Hold |
2,640
| – | – | 0.12% | 144 |
|
|
2023
Q4 | $249K | Buy |
+2,640
| New | +$249K | 0.14% | 138 |
|
|
2022
Q1 | – | Sell |
-1,900
| Closed | -$232K | – | 210 |
|
|
2021
Q4 | $232K | Buy |
+1,900
| New | +$232K | 0.1% | 188 |
|