Baltimore-Washington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,466
| Closed | -$1.09M | – | 80 |
|
|
2016
Q1 | $1.09M | Buy |
11,466
+1,075
| +10% | +$102K | 0.33% | 69 |
|
|
2015
Q4 | $952K | Buy |
10,391
+2,005
| +24% | +$184K | 0.3% | 72 |
|
|
2015
Q3 | $722K | Buy |
8,386
+1,364
| +19% | +$117K | 0.23% | 77 |
|
|
2015
Q2 | $592K | Buy |
7,022
+655
| +10% | +$55.2K | 0.18% | 78 |
|
|
2015
Q1 | $602K | Buy |
6,367
+2,310
| +57% | +$218K | 0.18% | 81 |
|
|
2014
Q4 | $369K | Buy |
4,057
+3,715
| +1,086% | +$338K | 0.11% | 89 |
|
|
2014
Q3 | $27K | Buy |
+342
| New | +$27K | 0.01% | 164 |
|