Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-21
| Closed | -$1.96K | – | 847 |
|
|
2024
Q2 | $1.96K | Sell |
21
-1
| -5% | -$93 | ﹤0.01% | 743 |
|
|
2024
Q1 | $2.07K | Buy |
22
+14
| +175% | +$1.32K | ﹤0.01% | 737 |
|
|
2023
Q4 | $763 | Sell |
8
-1
| -11% | -$95 | ﹤0.01% | 785 |
|
|
2023
Q3 | $747 | Hold |
9
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $814 | Sell |
9
-1
| -10% | -$90 | ﹤0.01% | 643 |
|
|
2023
Q1 | $888 | Buy |
+10
| New | +$888 | ﹤0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2.01K | – | 733 |
|
|
2022
Q2 | $2.01K | Buy |
+20
| New | +$2.01K | ﹤0.01% | 632 |
|