B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,648
| Closed | -$277K | – | 429 |
|
|
2019
Q3 | $277K | Sell |
2,648
-3,143
| -54% | -$329K | 0.05% | 289 |
|
|
2019
Q2 | $572 | Buy |
5,791
+1,628
| +39% | +$161 | 0.09% | 191 |
|
|
2019
Q1 | $412K | Buy |
4,163
+44
| +1% | +$4.36K | 0.07% | 238 |
|
|
2018
Q4 | $354K | Sell |
4,119
-387
| -9% | -$33.3K | 0.07% | 223 |
|
|
2018
Q3 | $420K | Buy |
+4,506
| New | +$420K | 0.1% | 167 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$16K | – | 629 |
|
|
2015
Q2 | $16K | Sell |
200
-2,596
| -93% | -$208K | 0.01% | 656 |
|
|
2015
Q1 | $264K | Sell |
2,796
-40
| -1% | -$3.78K | 0.2% | 147 |
|
|
2014
Q4 | $257K | Sell |
2,836
-75
| -3% | -$6.8K | 0.21% | 123 |
|
|
2014
Q3 | $232K | Buy |
2,911
+2,536
| +676% | +$202K | 0.17% | 164 |
|
|
2014
Q2 | $31K | Buy |
375
+75
| +25% | +$6.2K | 0.02% | 559 |
|
|
2014
Q1 | $23K | Buy |
+300
| New | +$23K | 0.02% | 603 |
|