Clearwater Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,174
| Closed | -$297K | – | 625 |
|
|
2017
Q4 | $297K | Sell |
3,174
-600
| -16% | -$56.1K | 0.07% | 146 |
|
|
2017
Q3 | $351K | Hold |
3,774
| – | – | 0.08% | 135 |
|
|
2017
Q2 | $342K | Hold |
3,774
| – | – | 0.09% | 132 |
|
|
2017
Q1 | $350K | Hold |
3,774
| – | – | 0.1% | 131 |
|
|
2016
Q4 | $353K | Hold |
3,774
| – | – | 0.12% | 116 |
|
|
2016
Q3 | $355K | Hold |
3,774
| – | – | 0.12% | 108 |
|
|
2016
Q2 | $378K | Buy |
+3,774
| New | +$378K | 0.14% | 101 |
|