Charles Schwab Investment Advisory’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $183M | Sell |
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|
2019
Q3 | $188M | Buy |
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|
2019
Q2 | $144M | Sell |
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|
2019
Q1 | $194M | Sell |
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|
2018
Q4 | $172M | Buy |
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|
2018
Q3 | $74.9M | Sell |
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|
2018
Q2 | $77.6M | Sell |
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|
2018
Q1 | $71.7M | Buy |
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|
2017
Q4 | $72.6M | Buy |
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|
2017
Q3 | $70.2M | Sell |
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|
2017
Q2 | $77.3M | Sell |
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|
2017
Q1 | $104M | Sell |
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|
2016
Q4 | $106M | Sell |
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|
2016
Q3 | $128M | Sell |
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|
2016
Q2 | $135M | Sell |
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|
2016
Q1 | $130M | Buy |
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|
2015
Q4 | $125M | Buy |
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|
2015
Q3 | $116M | Buy |
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|
2015
Q2 | $112M | Buy |
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|
2015
Q1 | $124M | Sell |
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|
2014
Q4 | $123M | Buy |
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|
2014
Q3 | $106M | Buy |
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|
2014
Q2 | $104M | Buy |
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|
2014
Q1 | $93M | Buy |
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|
2013
Q4 | $65.2M | Sell |
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|
2013
Q3 | $75.2M | Buy |
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|
2013
Q2 | $72.8M | Buy |
|