Capital Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3K | Buy |
231
+2
| +0.9% | +$193 | ﹤0.01% | 863 |
|
|
2025
Q1 | $22.7K | Sell |
229
-112
| -33% | -$11.1K | ﹤0.01% | 803 |
|
|
2024
Q4 | $33.7K | Sell |
341
-1
| -0.3% | -$99 | ﹤0.01% | 704 |
|
|
2024
Q3 | $36.5K | Buy |
342
+2
| +0.6% | +$213 | ﹤0.01% | 729 |
|
|
2024
Q2 | $31.6K | Buy |
340
+3
| +0.9% | +$279 | ﹤0.01% | 717 |
|
|
2024
Q1 | $31.7K | Buy |
337
+2
| +0.6% | +$188 | ﹤0.01% | 714 |
|
|
2023
Q4 | $31.9K | Buy |
335
+3
| +0.9% | +$286 | ﹤0.01% | 702 |
|
|
2023
Q3 | $27.5K | Buy |
332
+3
| +0.9% | +$249 | ﹤0.01% | 673 |
|
|
2023
Q2 | $29.8K | Buy |
329
+3
| +0.9% | +$271 | ﹤0.01% | 659 |
|
|
2023
Q1 | $29K | Buy |
326
+2
| +0.6% | +$178 | ﹤0.01% | 650 |
|
|
2022
Q4 | $28.3K | Buy |
324
+264
| +440% | +$23K | ﹤0.01% | 671 |
|
|
2022
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 735 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 749 |
|
|
2022
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 766 |
|
|
2021
Q4 | $7K | Sell |
60
-9
| -13% | -$1.05K | ﹤0.01% | 747 |
|
|
2021
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 727 |
|
|
2021
Q1 | $7K | Hold |
69
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 651 |
|
|
2020
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 577 |
|
|
2020
Q2 | $5K | Buy |
69
+60
| +667% | +$4.35K | ﹤0.01% | 518 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 559 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1171 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1150 |
|