Aveo Capital 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 |
-20,231
| Closed | -$1.81M | – | 364 |
|
|
2024
Q1 | $1.81M | Sell |
20,231
-233
| -1% | -$20.8K | 0.2% | 101 |
|
|
2023
Q4 | $1.95M | Buy |
+20,464
| New | +$1.95M | 0.24% | 91 |
|
|
2023
Q3 | – | Sell |
-3,001
| Closed | -$271K | – | 348 |
|
|
2023
Q2 | $271K | Sell |
3,001
-2,032
| -40% | -$184K | 0.03% | 286 |
|
|
2023
Q1 | $447K | Sell |
5,033
-124
| -2% | -$11K | 0.06% | 206 |
|
|
2022
Q4 | $449K | Buy |
+5,157
| New | +$449K | 0.07% | 203 |
|
|
2022
Q1 | – | Sell |
-1,795
| Closed | -$219K | – | 298 |
|
|
2021
Q4 | $219K | Buy |
+1,795
| New | +$219K | 0.04% | 258 |
|
|
2020
Q2 | – | Sell |
-7,966
| Closed | -$575K | – | 126 |
|
|
2020
Q1 | $575K | Sell |
7,966
-300
| -4% | -$21.7K | 0.28% | 75 |
|
|
2019
Q4 | $843K | Sell |
8,266
-1,618
| -16% | -$165K | 0.33% | 76 |
|
|
2019
Q3 | $1.04M | Buy |
9,884
+3,511
| +55% | +$369K | 0.43% | 66 |
|
|
2019
Q2 | $638K | Buy |
6,373
+2,764
| +77% | +$277K | 0.28% | 80 |
|
|
2019
Q1 | $357K | Buy |
+3,609
| New | +$357K | 0.16% | 101 |
|
|
2017
Q3 | – | Sell |
-2,567
| Closed | -$239K | – | 145 |
|
|
2017
Q2 | $239K | Sell |
2,567
-389
| -13% | -$36.2K | 0.08% | 103 |
|
|
2017
Q1 | $273K | Sell |
2,956
-186
| -6% | -$17.2K | 0.1% | 89 |
|
|
2016
Q4 | $293K | Buy |
+3,142
| New | +$293K | 0.08% | 156 |
|