CWM
ClientFirst Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Hold |
6,252
| – | – | 0.62% | 18 |
|
|
2025
Q1 | $620K | Hold |
6,252
| – | – | 0.7% | 17 |
|
|
2024
Q4 | $618K | Buy |
+6,252
| New | +$618K | 0.63% | 17 |
|
|
2023
Q3 | $518K | Hold |
6,252
| – | – | 0.63% | 16 |
|
|
2023
Q2 | $585K | Hold |
6,252
| – | – | 0.7% | 15 |
|
|
2023
Q1 | $550K | Hold |
6,252
| – | – | 0.73% | 14 |
|
|
2022
Q4 | $545K | Hold |
6,252
| – | – | 0.69% | 14 |
|
|
2022
Q3 | $576K | Hold |
6,252
| – | – | 0.71% | 15 |
|
|
2022
Q2 | $594K | Hold |
6,252
| – | – | 0.9% | 15 |
|
|
2022
Q1 | $733K | Hold |
6,252
| – | – | 0.68% | 15 |
|
|
2021
Q4 | $727K | Buy |
+6,252
| New | +$727K | 0.65% | 16 |
|