Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $784K | Sell |
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|
2022
Q1 | $1.1M | Hold |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $694K | Hold |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $572K | Sell |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $1.49M | Hold |
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|
2019
Q3 | $1.53M | Sell |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $1.37M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $961K | Sell |
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|
2017
Q3 | $996K | Buy |
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|
2017
Q2 | $984K | Hold |
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|
2017
Q1 | $977K | Sell |
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|
2016
Q4 | $990K | Hold |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $965K | Sell |
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|
2015
Q2 | $945K | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.01M | Sell |
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|
2014
Q2 | $960K | Hold |
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|
2014
Q1 | $903K | Hold |
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|
2013
Q4 | $825K | Buy |
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|
2013
Q3 | $763K | Sell |
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|
2013
Q2 | $832K | Buy |
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