Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-480
| Closed | -$47K | – | 523 |
|
|
2019
Q1 | $47K | Buy |
+480
| New | +$47K | 0.01% | 311 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$94K | – | 508 |
|
|
2017
Q4 | $94K | Hold |
1,000
| – | – | 0.01% | 251 |
|
|
2017
Q3 | $93K | Hold |
1,000
| – | – | 0.02% | 241 |
|
|
2017
Q2 | $93K | Hold |
1,000
| – | – | 0.02% | 244 |
|
|
2017
Q1 | $92K | Hold |
1,000
| – | – | 0.02% | 242 |
|
|
2016
Q4 | $93K | Hold |
1,000
| – | – | 0.02% | 237 |
|
|
2016
Q3 | $97K | Buy |
+1,000
| New | +$97K | 0.02% | 231 |
|