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 |
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|
2025
Q1 | $620K | Hold |
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|
2024
Q4 | $618K | Buy |
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|
2023
Q3 | $518K | Hold |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $550K | Hold |
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|
2022
Q4 | $545K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $733K | Hold |
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|
2021
Q4 | $727K | Buy |
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