Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Sell |
|
|||||
|
2025
Q2 | $273K | Sell |
|
|||||
|
2025
Q1 | $288K | Sell |
|
|||||
|
2024
Q4 | $310K | Hold |
|
|||||
|
2024
Q3 | $334K | Hold |
|
|||||
|
2024
Q2 | $291K | Sell |
|
|||||
|
2024
Q1 | $299K | Hold |
|
|||||
|
2023
Q4 | $303K | Sell |
|
|||||
|
2023
Q3 | $681K | Sell |
|
|||||
|
2023
Q2 | $695K | Buy |
|
|||||
|
2023
Q1 | $681K | Sell |
|
|||||
|
2022
Q4 | $708K | Sell |
|
|||||
|
2022
Q3 | $676K | Buy |
|
|||||
|
2022
Q2 | $777K | Buy |
|
|||||
|
2022
Q1 | $958K | Buy |
|
|||||
|
2021
Q4 | $969K | Sell |
|
|||||
|
2021
Q3 | $869K | Buy |
|
|||||
|
2021
Q2 | $888K | Buy |
|
|||||
|
2021
Q1 | $535K | Hold |
|
|||||
|
2020
Q4 | $535K | Buy |
|
|||||
|
2020
Q3 | $469K | Buy |
|
|||||
|
2020
Q2 | $394K | Sell |
|
|||||
|
2020
Q1 | $437K | Buy |
|
|||||
|
2019
Q4 | $395K | Buy |
|
|||||
|
2019
Q3 | $390K | Buy |
|
|||||
|
2019
Q2 | $359K | Buy |
|