Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-455
| Closed | -$35K | – | 417 |
|
|
2020
Q3 | $35K | Sell |
455
-90
| -17% | -$6.92K | 0.02% | 264 |
|
|
2020
Q2 | $43K | Sell |
545
-1,662
| -75% | -$131K | 0.03% | 258 |
|
|
2020
Q1 | $159K | Buy |
2,207
+5
| +0.2% | +$360 | 0.12% | 183 |
|
|
2019
Q4 | $225K | Buy |
+2,202
| New | +$225K | 0.11% | 211 |
|