Buckingham Strategic Wealth’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
Q2 | $481K | Buy |
5,167
+1
| +0% | +$93 | 0.01% | 475 |
|
|
2024
Q1 | $487K | Buy |
5,166
+1,327
| +35% | +$125K | 0.01% | 465 |
|
|
2023
Q4 | $366K | Buy |
3,839
+7
| +0.2% | +$667 | ﹤0.01% | 518 |
|
|
2023
Q3 | $318K | Buy |
3,832
+14
| +0.4% | +$1.16K | ﹤0.01% | 514 |
|
|
2023
Q2 | $345K | Sell |
3,818
-16
| -0.4% | -$1.45K | ﹤0.01% | 504 |
|
|
2023
Q1 | $334K | Hold |
3,834
| – | – | 0.01% | 463 |
|
|
2022
Q4 | $334K | Sell |
3,834
-931
| -20% | -$81.1K | 0.01% | 465 |
|
|
2022
Q3 | $401K | Buy |
4,765
+516
| +12% | +$43.4K | 0.01% | 411 |
|
|
2022
Q2 | $404K | Sell |
4,249
-7
| -0.2% | -$666 | 0.01% | 410 |
|
|
2022
Q1 | $499K | Buy |
4,256
+178
| +4% | +$20.9K | 0.01% | 369 |
|
|
2021
Q4 | $498K | Sell |
4,078
-108
| -3% | -$13.2K | 0.01% | 368 |
|
|
2021
Q3 | $441K | Buy |
4,186
+161
| +4% | +$17K | 0.01% | 379 |
|
|
2021
Q2 | $422K | Buy |
4,025
+8
| +0.2% | +$839 | 0.01% | 399 |
|
|
2021
Q1 | $380K | Sell |
4,017
-209
| -5% | -$19.8K | 0.02% | 388 |
|
|
2020
Q4 | $366K | Sell |
4,226
-631
| -13% | -$54.6K | 0.02% | 377 |
|
|
2020
Q3 | $379K | Sell |
4,857
-13,356
| -73% | -$1.04M | 0.03% | 318 |
|
|
2020
Q2 | $1.42M | Buy |
+18,213
| New | +$1.42M | 0.14% | 119 |
|