Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-99
| Closed | -$12K | – | 743 |
|
|
2022
Q1 | $12K | Hold |
99
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $12K | Hold |
99
| – | – | ﹤0.01% | 661 |
|
|
2021
Q3 | $10K | Hold |
99
| – | – | ﹤0.01% | 670 |
|
|
2021
Q2 | $10K | Hold |
99
| – | – | ﹤0.01% | 674 |
|
|
2021
Q1 | $9K | Hold |
99
| – | – | ﹤0.01% | 661 |
|
|
2020
Q4 | $9K | Hold |
99
| – | – | ﹤0.01% | 572 |
|
|
2020
Q3 | $8K | Hold |
99
| – | – | ﹤0.01% | 548 |
|
|
2020
Q2 | $8K | Hold |
99
| – | – | ﹤0.01% | 526 |
|
|
2020
Q1 | $7K | Hold |
99
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $10K | Buy |
99
+46
| +87% | +$4.65K | 0.01% | 511 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 549 |
|
|
2019
Q2 | $5K | Hold |
53
| – | – | ﹤0.01% | 576 |
|
|
2019
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 575 |
|
|
2018
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $4K | Sell |
53
-32
| -38% | -$2.42K | ﹤0.01% | 573 |
|
|
2018
Q2 | $8K | Buy |
+85
| New | +$8K | 0.01% | 507 |
|