Clarkston Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,500
| Closed | -$290K | – | 170 |
|
|
2023
Q3 | $290K | Hold |
3,500
| – | – | 0.01% | 130 |
|
|
2023
Q2 | $317K | Hold |
3,500
| – | – | 0.01% | 132 |
|
|
2023
Q1 | $311K | Hold |
3,500
| – | – | 0.01% | 131 |
|
|
2022
Q4 | $305K | Hold |
3,500
| – | – | 0.01% | 141 |
|
|
2022
Q3 | $295K | Hold |
3,500
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $333K | Hold |
3,500
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $411K | Buy |
+3,500
| New | +$411K | 0.01% | 142 |
|