Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
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|
2025
Q1 | $4.56M | Buy |
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|
2024
Q4 | $4.45M | Sell |
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|
2024
Q3 | $4.85M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $3.93M | Buy |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $7.7M | Buy |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $3.82M | Buy |
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|
2022
Q4 | $3.73M | Buy |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $4.05M | Sell |
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|
2022
Q1 | $5.25M | Buy |
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|
2021
Q4 | $551K | Sell |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $461K | Buy |
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|
2020
Q2 | $458K | Buy |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $448K | Hold |
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|
2018
Q4 | $389K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.42M | Buy |
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|
2017
Q2 | $4.43M | Buy |
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|
2017
Q1 | $4.19M | Sell |
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|
2016
Q4 | $4.26M | Buy |
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