Axiom Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-990
| Closed | -$121K | – | 140 |
|
2021
Q4 | $121K | Buy |
+990
| New | +$121K | 0.12% | 116 |
|
2021
Q3 | – | Sell |
-990
| Closed | -$104K | – | 162 |
|
2021
Q2 | $104K | Hold |
990
| – | – | 0.08% | 132 |
|
2021
Q1 | $94K | Buy |
990
+729
| +279% | +$69.2K | 0.08% | 141 |
|
2020
Q4 | $86 | Sell |
261
-729
| -74% | -$240 | 0.08% | 116 |
|
2020
Q3 | $77K | Hold |
990
| – | – | 0.09% | 115 |
|
2020
Q2 | $77K | Buy |
+990
| New | +$77K | 0.1% | 104 |
|
2019
Q4 | – | Sell |
-990
| Closed | -$104K | – | 204 |
|
2019
Q3 | $104K | Hold |
990
| – | – | 0.08% | 174 |
|
2019
Q2 | $98K | Hold |
990
| – | – | 0.02% | 391 |
|
2019
Q1 | $99K | Buy |
+990
| New | +$99K | 0.02% | 382 |
|