Bogart Wealth LLC’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
Q4 | – | Sell |
-42
| Closed | -$4K | – | 1191 |
|
2022
Q3 | $4K | Sell |
42
-75
| -64% | -$7.14K | ﹤0.01% | 737 |
|
2022
Q2 | $11K | Sell |
117
-17,167
| -99% | -$1.61M | ﹤0.01% | 525 |
|
2022
Q1 | $2.03M | Buy |
17,284
+465
| +3% | +$54.6K | 0.17% | 94 |
|
2021
Q4 | $2.06M | Buy |
+16,819
| New | +$2.06M | 0.19% | 96 |
|