Caldwell Trust’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.4K | Hold |
450
|
|
||||
|
2025
Q1 | $44.6K | Buy |
450
+300
|
|
||||
|
2024
Q4 | $14.8K | Hold |
150
|
|
||||
|
2024
Q3 | $16K | Hold |
150
|
|
||||
|
2024
Q2 | $14K | Hold |
150
|
|
||||
|
2024
Q1 | $14.1K | Hold |
150
|
|
||||
|
2023
Q4 | $14.3K | Hold |
150
|
|
||||
|
2023
Q3 | $12.4K | Hold |
150
|
|
||||
|
2023
Q2 | $13.6K | Hold |
150
|
|
||||
|
2023
Q1 | $13.3K | Hold |
150
|
|
||||
|
2022
Q4 | $13.1K | Hold |
150
|
|
||||
|
2022
Q3 | $12.6K | Hold |
150
|
|
||||
|
2022
Q2 | $14.3K | Hold |
150
|
|
||||
|
2022
Q1 | $17.6K | Hold |
150
|
|
||||
|
2021
Q4 | $18.3K | Hold |
150
|
|
||||
|
2021
Q3 | $15.8K | Hold |
150
|
|
||||
|
2021
Q2 | $15.7K | Hold |
150
|
|
||||
|
2021
Q1 | $14.2K | Hold |
150
|
|
||||
|
2020
Q4 | $13K | Hold |
150
|
|
||||
|
2020
Q3 | $11.7K | Sell |
150
-244
|
|
||||
|
2020
Q2 | $30.7K | Hold |
394
|
|
||||
|
2020
Q1 | $28.4K | Hold |
394
|
|
||||
|
2019
Q4 | $40.2K | Buy |
+394
|
|