Braver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-44,951
| Closed | -$4.09M | – | 94 |
|
|
2014
Q4 | $4.09M | Buy |
44,951
+10,975
| +32% | +$998K | 0.84% | 26 |
|
|
2014
Q3 | $2.71M | Sell |
33,976
-637
| -2% | -$50.8K | 0.82% | 24 |
|
|
2014
Q2 | $2.87M | Buy |
34,613
+256
| +0.7% | +$21.2K | 0.74% | 27 |
|
|
2014
Q1 | $2.68M | Sell |
34,357
-112
| -0.3% | -$8.74K | 0.77% | 23 |
|
|
2013
Q4 | $2.46M | Buy |
34,469
+638
| +2% | +$45.5K | 0.85% | 21 |
|
|
2013
Q3 | $2.47M | Sell |
33,831
-750
| -2% | -$54.7K | 0.85% | 21 |
|
|
2013
Q2 | $2.63M | Buy |
+34,581
| New | +$2.63M | 1.21% | 15 |
|