Brown Miller 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
2022
Q2
Sell
-3,598
Closed -$422K 125
2022
Q1
$422K Sell
3,598
-2
-0.1% -$235 0.24% 72
2021
Q4
$439K Sell
3,600
-487
-12% -$59.4K 0.25% 74
2021
Q3
$430K Buy
+4,087
New +$430K 0.27% 78