Capital Advisors 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
Q3 | – | Sell |
-9,187
| Closed | -$874K | – | 121 |
|
|
2022
Q2 | $874K | Sell |
9,187
-39,919
| -81% | -$3.8M | 0.28% | 45 |
|
|
2022
Q1 | $5.76M | Sell |
49,106
-27,103
| -36% | -$3.18M | 1.76% | 18 |
|
|
2021
Q4 | $9.31M | Buy |
76,209
+17,430
| +30% | +$2.13M | 2.83% | 11 |
|
|
2021
Q3 | $6.2M | Buy |
58,779
+54,218
| +1,189% | +$5.72M | 2.2% | 15 |
|
|
2021
Q2 | $478K | Buy |
+4,561
| New | +$478K | 0.18% | 61 |
|