Cerity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
18,159
-52
| -0.3% | -$5.02K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $1.81M | Buy |
18,211
+839
| +5% | +$83.2K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $1.72M | Buy |
17,372
+686
| +4% | +$67.8K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $1.78M | Buy |
16,686
+5,133
| +44% | +$548K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $1.08M | Buy |
11,553
+9,146
| +380% | +$851K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $227K | Sell |
2,407
-12,534
| -84% | -$1.18M | ﹤0.01% | 2040 |
|
|
2023
Q4 | $1.42M | Buy |
14,941
+576
| +4% | +$54.9K | ﹤0.01% | 869 |
|
|
2023
Q3 | $1.19M | Sell |
14,365
-3,789
| -21% | -$314K | 0.01% | 703 |
|
|
2023
Q2 | $1.64M | Buy |
18,154
+275
| +2% | +$24.9K | 0.01% | 771 |
|
|
2023
Q1 | $1.59M | Sell |
17,879
-350
| -2% | -$31.1K | ﹤0.01% | 796 |
|
|
2022
Q4 | $1.59M | Buy |
+18,229
| New | +$1.59M | 0.01% | 573 |
|