Beacon Capital Management Inc (Ohio)’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.5K	Buy	+327	New	+$31.5K	﹤0.01%	62
2024 Q1	–	Sell	-332	Closed	-$31.6K	–	54
2023 Q4	$31.6K	Hold	332	–	–	﹤0.01%	44
2023 Q3	$27.5K	Sell	332 -2	-0.6%	-$166	﹤0.01%	39
2023 Q2	$30.2K	Hold	334	–	–	﹤0.01%	39
2023 Q1	$29.7K	Sell	334 -1	-0.3%	-$89	﹤0.01%	47
2022 Q4	$29.2K	Sell	335 -24	-7%	-$2.09K	﹤0.01%	47
2022 Q3	$30K	Hold	359	–	–	﹤0.01%	46
2022 Q2	$34K	Hold	359	–	–	﹤0.01%	46
2022 Q1	$42K	Hold	359	–	–	﹤0.01%	46
2021 Q4	$44K	Sell	359 -3	-0.8%	-$368	﹤0.01%	44
2021 Q3	$38K	Buy	+362	New	+$38K	﹤0.01%	42
2021 Q2	–	Sell	-363	Closed	-$34K	–	48
2021 Q1	$34K	Sell	363 -21	-5%	-$1.97K	﹤0.01%	38
2020 Q4	$33K	Buy	384 +48	+14%	+$4.13K	﹤0.01%	38
2020 Q3	$26K	Hold	336	–	–	﹤0.01%	42
2020 Q2	$26K	Sell	336 -99	-23%	-$7.66K	﹤0.01%	45
2020 Q1	$31K	Hold	435	–	–	﹤0.01%	37
2019 Q4	$44K	Sell	435 -1	-0.2%	-$101	﹤0.01%	35
2019 Q3	$46K	Sell	436 -1	-0.2%	-$106	﹤0.01%	33
2019 Q2	$43K	Sell	437 -90	-17%	-$8.86K	﹤0.01%	38
2019 Q1	$52K	Sell	527 -31	-6%	-$3.06K	﹤0.01%	36
2018 Q4	$48K	Sell	558 -91	-14%	-$7.83K	﹤0.01%	33
2018 Q3	$61K	Sell	649 -25	-4%	-$2.35K	﹤0.01%	32
2018 Q2	$63K	Hold	674	–	–	﹤0.01%	40
2018 Q1	$58K	Hold	674	–	–	﹤0.01%	32
2017 Q4	$63K	Sell	674 -2	-0.3%	-$187	﹤0.01%	32
2017 Q3	$63K	Sell	676 -1	-0.1%	-$93	﹤0.01%	32
2017 Q2	$63K	Sell	677 -131	-16%	-$12.2K	﹤0.01%	31
2017 Q1	$75K	Sell	808 -114	-12%	-$10.6K	﹤0.01%	31
2016 Q4	$86K	Sell	922 -901	-49%	-$84K	﹤0.01%	29
2016 Q3	$178K	Sell	1,823 -156	-8%	-$15.2K	0.01%	28
2016 Q2	$197K	Sell	1,979 -66	-3%	-$6.57K	0.01%	33
2016 Q1	$195K	Sell	2,045 -622	-23%	-$59.3K	0.01%	35
2015 Q4	$244K	Sell	2,667 -294	-10%	-$26.9K	0.02%	35
2015 Q3	$255K	Sell	2,961 -774	-21%	-$66.7K	0.02%	26
2015 Q2	$315K	Sell	3,735 -354	-9%	-$29.9K	0.02%	37
2015 Q1	$387K	Sell	4,089 -1,009	-20%	-$95.5K	0.04%	37
2014 Q4	$463K	Sell	5,098 -157	-3%	-$14.3K	0.06%	34
2014 Q3	$419K	Sell	5,255 -287	-5%	-$22.9K	0.06%	39
2014 Q2	$460K	Sell	5,542 -58	-1%	-$4.81K	0.08%	36
2014 Q1	$437K	Sell	5,600 -198	-3%	-$15.5K	0.1%	38
2013 Q4	$413K	Buy	+5,798	New	+$413K	0.12%	39