Buckingham Strategic Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $487K | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $334K | Hold |
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|
2022
Q4 | $334K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $499K | Buy |
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|
2021
Q4 | $498K | Sell |
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|
2021
Q3 | $441K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $1.42M | Buy |
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