Avion Wealth’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $695K | Sell |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $163K | Hold |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q3 | $146K | Sell |
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|
2021
Q2 | $148K | Sell |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $124K | Sell |
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|
2020
Q3 | $337K | Buy |
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|
2020
Q2 | $337K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $850K | Buy |
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