Bessemer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Sell |
1,962
-338
| -15% | -$34.8K | ﹤0.01% | 1395 |
|
|
2025
Q4 | $226K | Hold |
2,300
| – | – | ﹤0.01% | 1337 |
|
|
2025
Q3 | $231K | Buy |
2,300
+615
| +36% | +$60.4K | ﹤0.01% | 1087 |
|
|
2025
Q2 | $162K | Hold |
1,685
| – | – | ﹤0.01% | 1130 |
|
|
2025
Q1 | $167K | Buy |
1,685
+755
| +81% | +$75.4K | ﹤0.01% | 1111 |
|
|
2024
Q4 | $92K | Hold |
930
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q3 | $99K | Sell |
930
-24
| -3% | -$2.43K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $89K | Buy |
+954
| New | +$86.5K | ﹤0.01% | 1194 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$9K | – | 2346 |
|
|
2023
Q1 | $9K | Buy |
+100
| New | +$9.13K | ﹤0.01% | 1499 |
|
|
2019
Q1 | – | Sell |
-334
| Closed | -$29K | – | 1938 |
|
|
2018
Q4 | $29K | Buy |
+334
| New | +$30.5K | ﹤0.01% | 1434 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$5K | – | 1879 |
|
|
2018
Q2 | $5K | Sell |
50
-1,150
| -96% | -$102K | ﹤0.01% | 1571 |
|
|
2018
Q1 | $103K | Buy |
1,200
+960
| +400% | +$83.3K | ﹤0.01% | 1121 |
|
|
2017
Q4 | $22K | Sell |
240
-30
| -11% | -$2.81K | ﹤0.01% | 1410 |
|
|
2017
Q3 | $25K | Sell |
270
-198
| -42% | -$18.4K | ﹤0.01% | 1436 |
|
|
2017
Q2 | $44K | Hold |
468
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q1 | $43K | Sell |
468
-499
| -52% | -$46.4K | ﹤0.01% | 1330 |
|
|
2016
Q4 | $91K | Buy |
967
+29
| +3% | +$2.66K | ﹤0.01% | 1238 |
|
|
2016
Q3 | $91K | Sell |
938
-1,012
| -52% | -$101K | ﹤0.01% | 1124 |
|
|
2016
Q2 | $194K | Buy |
1,950
+1,707
| +702% | +$162K | ﹤0.01% | 670 |
|
|
2016
Q1 | $23K | Sell |
243
-785
| -76% | -$69.7K | ﹤0.01% | 1039 |
|
|
2015
Q4 | $94K | Buy |
+1,028
| New | +$93K | ﹤0.01% | 854 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$47K | – | 1576 |
|
|
2015
Q1 | $47K | Hold |
500
| – | – | ﹤0.01% | 978 |
|
|
2014
Q4 | $45K | Hold |
500
| – | – | ﹤0.01% | 956 |
|
|
2014
Q3 | $40K | Hold |
500
| – | – | ﹤0.01% | 918 |
|
|
2014
Q2 | $42K | Hold |
500
| – | – | ﹤0.01% | 906 |
|
|
2014
Q1 | $39K | Hold |
500
| – | – | ﹤0.01% | 896 |
|
|
2013
Q4 | $36K | Hold |
500
| – | – | ﹤0.01% | 908 |
|
|
2013
Q3 | $36K | Buy |
+500
| New | +$37.5K | ﹤0.01% | 876 |
|
Other funds holding RWR
MSA
