Chicago Partners Investment Group’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Buy |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $358K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $215K | Buy |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $243K | Buy |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $179K | Sell |
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|
2018
Q1 | $221K | Buy |
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