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 |
|