Carolinas Wealth Consulting’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 | – | Sell |
-800
| Closed | -$79.3K | – | 756 |
|
|
2025
Q1 | $79.3K | Hold |
800
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $79.1K | Hold |
800
| – | – | 0.02% | 291 |
|
|
2024
Q3 | $85.4K | Hold |
800
| – | – | 0.02% | 289 |
|
|
2024
Q2 | $74.5K | Hold |
800
| – | – | 0.01% | 307 |
|
|
2024
Q1 | $75.4K | Hold |
800
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $76.3K | Hold |
800
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $63.3K | Hold |
800
| – | – | 0.02% | 284 |
|
|
2023
Q2 | $72.4K | Hold |
800
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $71K | Hold |
800
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $69.7K | Hold |
800
| – | – | 0.02% | 309 |
|
|
2022
Q3 | $67K | Hold |
800
| – | – | 0.02% | 292 |
|
|
2022
Q2 | $76K | Hold |
800
| – | – | 0.02% | 283 |
|
|
2022
Q1 | $94K | Hold |
800
| – | – | 0.02% | 261 |
|
|
2021
Q4 | $98K | Sell |
800
-100
| -11% | -$12.3K | 0.02% | 266 |
|
|
2021
Q3 | $95K | Hold |
900
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $94K | Hold |
900
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $85K | Hold |
900
| – | – | 0.02% | 276 |
|
|
2020
Q4 | $78K | Buy |
+900
| New | +$78K | 0.02% | 263 |
|