BA
Bellwether Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,109
| Closed | -$110K | – | 529 |
|
|
2024
Q4 | $110K | Buy |
+1,109
| New | +$110K | 0.02% | 171 |
|
|
2023
Q2 | – | Sell |
-1,131
| Closed | -$100K | – | 373 |
|
|
2023
Q1 | $100K | Sell |
1,131
-673
| -37% | -$59.8K | 0.03% | 155 |
|
|
2022
Q4 | $157K | Buy |
1,804
+819
| +83% | +$71.4K | 0.05% | 132 |
|
|
2022
Q3 | $83K | Buy |
985
+56
| +6% | +$4.72K | 0.03% | 133 |
|
|
2022
Q2 | $88K | Buy |
929
+9
| +1% | +$853 | 0.03% | 139 |
|
|
2022
Q1 | $107K | Sell |
920
-199
| -18% | -$23.1K | 0.03% | 153 |
|
|
2021
Q4 | $136K | Hold |
1,119
| – | – | 0.04% | 139 |
|
|
2021
Q3 | $119K | Sell |
1,119
-70
| -6% | -$7.44K | 0.04% | 165 |
|
|
2021
Q2 | $124K | Buy |
1,189
+122
| +11% | +$12.7K | 0.04% | 145 |
|
|
2021
Q1 | $101K | Buy |
1,067
+226
| +27% | +$21.4K | 0.04% | 136 |
|
|
2020
Q4 | $72K | Buy |
+841
| New | +$72K | 0.03% | 142 |
|