Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,007
| Closed | -$89.4K | – | 2810 |
|
|
2023
Q1 | $89.4K | Buy |
1,007
+33
| +3% | +$2.93K | ﹤0.01% | 1372 |
|
|
2022
Q4 | $84.8K | Buy |
+974
| New | +$84.8K | 0.01% | 1334 |
|
|
2020
Q1 | – | Sell |
-2,393
| Closed | -$244K | – | 751 |
|
|
2019
Q4 | $244K | Sell |
2,393
-178
| -7% | -$18.2K | 0.03% | 485 |
|
|
2019
Q3 | $269K | Buy |
+2,571
| New | +$269K | 0.04% | 411 |
|