Bright Futures 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
2024
Q4
Sell
-10,104
Closed -$1.06M 207
2024
Q3
$1.06M Buy
10,104
+3,826
+61% +$403K 0.51% 61
2024
Q2
$624K Buy
+6,278
New +$624K 0.34% 89