Baker Avenue Asset Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $240K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $248K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $12.3M | Sell |
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|
2014
Q4 | $11.9M | Sell |
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|
2014
Q3 | $10.8M | Buy |
|