Center for Financial Planning’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
Q1 | – | Sell |
-190
| Closed | -$18.1K | – | 616 |
|
|
2023
Q4 | $18.1K | Hold |
190
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $15.8K | Hold |
190
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $17.2K | Hold |
190
| – | – | ﹤0.01% | 327 |
|
|
2023
Q1 | $16.9K | Hold |
190
| – | – | ﹤0.01% | 303 |
|
|
2022
Q4 | $16.6K | Hold |
190
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $16K | Sell |
190
-110
| -37% | -$9.26K | ﹤0.01% | 308 |
|
|
2022
Q2 | $29K | Hold |
300
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $35K | Hold |
300
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $37K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $32K | Hold |
300
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $31K | Hold |
300
| – | – | 0.01% | 264 |
|
|
2021
Q1 | $28K | Hold |
300
| – | – | 0.01% | 269 |
|
|
2020
Q4 | $26K | Hold |
300
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $23K | Hold |
300
| – | – | 0.01% | 248 |
|
|
2020
Q2 | $23K | Hold |
300
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $22K | Sell |
300
-900
| -75% | -$66K | 0.01% | 246 |
|
|
2019
Q4 | $122K | Buy |
+1,200
| New | +$122K | 0.03% | 126 |
|