Clear Point Advisors’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
Q4
Sell
-307
Closed -$32.7K 445
2024
Q3
$32.7K Buy
307
+3
+1% +$320 0.03% 237
2024
Q2
$28.3K Buy
304
+3
+1% +$280 0.02% 238
2024
Q1
$28.4K Buy
301
+1
+0.3% +$94 0.02% 246
2023
Q4
$28.6K Buy
+300
New +$28.6K 0.03% 230