Avantax Planning 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
Q2 | – | Sell |
-2,150
| Closed | -$203K | – | 489 |
|
|
2024
Q1 | $203K | Hold |
2,150
| – | – | 0.01% | 445 |
|
|
2023
Q4 | $205K | Sell |
2,150
-18,663
| -90% | -$1.78M | 0.01% | 354 |
|
|
2023
Q3 | $1.73M | Buy |
+20,813
| New | +$1.73M | 0.07% | 116 |
|
|
2023
Q1 | – | Sell |
-5,036
| Closed | -$439K | – | 387 |
|
|
2022
Q4 | $439K | Buy |
+5,036
| New | +$439K | 0.02% | 245 |
|
|
2022
Q2 | – | Sell |
-2,874
| Closed | -$337K | – | 367 |
|
|
2022
Q1 | $337K | Buy |
+2,874
| New | +$337K | 0.01% | 262 |
|