ClientFirst Wealth Management’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
$603K Hold
2025
Q1
$620K Hold
2024
Q4
$618K Buy
2023
Q3
$518K Hold
2023
Q2
$585K Hold
2023
Q1
$550K Hold
2022
Q4
$545K Hold
2022
Q3
$576K Hold
2022
Q2
$594K Hold
2022
Q1
$733K Hold
2021
Q4
$727K Buy